Financial Industries Fund Quote
FIDCX Fund | USD 15.69 0.13 0.84% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Financial Industries is trading at 15.69 as of the 18th of January 2025; that is 0.84 percent increase since the beginning of the trading day. The fund's open price was 15.56. Financial Industries has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of January 2024 and ending today, the 18th of January 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in equity securities of U.S. and foreign financial services companies of any size. These companies include, but are not limited to, banks, thrifts, finance and financial technology companies, brokerage and advisory firms, real estate related firms, insurance companies, and financial holding companies. More on Financial Industries Fund
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Financial Mutual Fund Highlights
Fund Concentration | John Hancock Funds, Large Funds, Financial Funds, Financial, John Hancock (View all Sectors) |
Update Date | 31st of December 2024 |
Financial Industries Fund [FIDCX] is traded in USA and was established 18th of January 2025. Financial Industries is listed under John Hancock category by Fama And French industry classification. The fund is listed under Financial category and is part of John Hancock family. This fund currently has accumulated 886.64 M in assets under management (AUM) with no minimum investment requirementsFinancial Industries is currently producing year-to-date (YTD) return of 0.6% with the current yeild of 0.01%, while the total return for the last 3 years was 3.31%.
Check Financial Industries Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Financial Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Financial Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Financial Industries Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Financial Industries Fund Mutual Fund Constituents
ZION | Zions Bancorporation | Stock | Financials | |
KNSL | Kinsale Capital Group | Stock | Financials | |
STI | Solidion Technology | Stock | Industrials | |
AJG | Arthur J Gallagher | Stock | Financials | |
USB | US Bancorp | Stock | Financials | |
RF | Regions Financial | Stock | Financials | |
BX | Blackstone Group | Stock | Financials | |
AXP | American Express | Stock | Financials |
Financial Industries Risk Profiles
Financial Industries Against Markets
Other Information on Investing in Financial Mutual Fund
Financial Industries financial ratios help investors to determine whether Financial Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Financial with respect to the benefits of owning Financial Industries security.
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