JHancock Financial Industries A
601 Congress Street Boston MA 02210
Map
Phone: 800-225-5291
| Category: | Specialty-Financial | | Fund Family: | John Hancock | | Net Assets: | 416.02M | | Year-to-Date Return: | -20.56% | | Yield: | 0.62% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Mar-96 |
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Lisa A. Welch
Lead Manager since
30-Dec-98 | | | Welch is a portfolio manager with John Hancock Advisers. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in equities of U.S. and foreign financial services companies of any size. It may invest up to 5% of assets in junk bonds, and up to 15% of assets in investment-grade short-term securities. |
| Last Dividend
(28-Nov-07):
| 0.10 | | Last Cap Gain
(28-Nov-07):
| 3.83 | | Annual Holdings Turnover
| 72.00% | | Average for Category:
| 169.67% |
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| Expense | FIDAX | Category
Avg | | Total Expense Ratio: | 1.35%
| 1.67% | | Max 12b1 Fee: | 0.30%
| N/A | | Max Front End Sales Load: | 5.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.64% | | 3 Yr Expense Projection*: |
$916 | $720 | | 5 Yr Expense Projection*: |
$1,223 | $1,084 | | 10 Yr Expense Projection*: |
$2,092 | $2,101 |
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0.29% Nasdaq 
0.14%
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