FIDAX Rating, Research - Jhancock Financial Industries A

Jhancock Financial Industries A (fidax)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 52

Threats + Weaknesses = 32

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fidax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Jhancock Financial Industries A (FIDAX) Description: FIDAX is a mutual fund, which is an investment that owns a basket of assets. The FIDAX mutual fund was provided by Jhancock and this investment vehicle derives the majority of its value from equity holdings (stocks). Jhancocks mutual fund has a long management tenure and is in the average fund size classification. FIDAXs minimum initial investment amount is $2500 while the IRA minimum is $2500. FIDAXs expense ratio is roughly 1%. The latest FIDAXs front end load was 5% and the back end load was 0%. The Jhancock Financial Industries A (FIDAX) mutual fund falls under the financial category. FIDAX focuses its investments in USA and FIDAX is focused on the financial industry or fund sector. The Jhancock Financial Industries A (FIDAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FIDAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FIDAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle 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. It may make limited use of certain derivatives.

Management Analysis Update

Performance Analysis Update