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John Hancock Financial Industries Fund Class A (FIDAX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 269.74M
JHancock Financial Industries A
21.13
+0.27
+1.29%
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FIDAX Overview
On this page you'll find an in-depth profile of John Hancock Financial Industries Fund Class A. Learn about the key management, total assets, investment strategy and contact information of FIDAX among other information.
Investment Strategy
The investment seeks capital appreciation. The fund normally invests at least 80% 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. It may invest in U.S. and foreign bonds, including up to 5% of net assets in below-investment-grade bonds rated as low as CCC by S&P Global Ratings or Caa by Moody's Investors Service, Inc. and their unrated equivalents.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Ryan P. Lentell | Portfolio Manager | 2015 | Now |
| Biography | Ryan P. Lentell, CFA, is Managing Director and Portfolio Manager. Ryan has joined John Hancock Asset Management a division of Manulife Asset Management (US) LLC in 2008. Ryan began business career in 1999. | ||
| Susan A. Curry | Portfolio Manager | 2008 | Now |
| Biography | Susan is a managing director and portfolio manager at John Hancock Asset Management, where she's a member of the financial institutions team. She joined the company in 1998 as a senior product manager for institutional investments and services, responsible for marketing support of the firm’s equity strategies. She joined the financial institutions team in 2004 as an investment analyst. She began her career at Fidelity Investments in 1993, where she served as a research analyst. Susan earned a B.A. from the University of Massachusetts Amherst and an M.S. from Brandeis University. | ||
| Lisa A. Welch | Senior Portfolio Manager | 2002 | 2020 |
| Biography | Lisa A. Welch is a senior managing director and senior portfolio manager at Manulife Asset Management. She is the lead portfolio manager on the Financial Institutions team, which manages both the Regional Bank and Financial Industries strategies. Lisa specializes in US banking companies. Education: Boston College, BA, Summa Cum Laude, in Economics, 1986; Bentley College, MBA, 1994 Joined Company: 1998 Began Career: 1986 | ||
| Roger C. Hamilton | Vice President | 2006 | 2009 |
| Biography | Roger C. Hamilton ■Senior Portfolio Manager ■Managed the fund since 2003 ■Vice President, John Hancock Asset Management a division of Manulife Asset Management (US) LLC (2005–2007) ■Vice President and Portfolio Manager, John Hancock Advisers, LLC (2003–2005) ■Began business career in 1979 | ||
| James K. Schmidt | Executive Vice President | 1996 | 2007 |
| Biography | Schmidt is an executive vice president and portfolio manager with John Hancock Funds, his employer since 1985. Previously, he was a pension equity asset manager with Hartford Insurance Group from 1976 to 1985. Schmidt holds the Chartered Financial Analyst designation. | ||
| Thomas M. Finucane | Financial Analyst | 2004 | 2006 |
| Biography | Finucane joined Loomis Sayles in 2000 and a financial service sector analyst/portfolio manager. Previously, he rejoined John Hancock Funds in 2004 after two years with State Street Research, where he covered financial services stocks. He was previously with John Hancock from 1990 to 2002. Earlier in his career, Finucane worked at the Federal Reserve Bank of Boston as a bank examiner and State Street Bank as a fund accountant. | ||
| James J. McKelvey | Portfolio Manager | 2003 | 2004 |
| Biography | McKelvey is a portfolio manager with RMR Advisors Inc, his employer since 2004. From 1997 through April 2004, McKelvey was a portfolio manager and senior research officer with John Hancock Funds. During that period he was a senior member of a team responsible for investing approximately $6 billion in publicly traded securities. Among other responsibilities at John Hancock Funds, McKelvey was directly responsible for investing in real estate and financial sector securities. | ||
| Thomas C. Goggins | Vice President | 1998 | 2003 |
| Biography | Thomas C. Goggins is a senior managing director and senior portfolio manager on the Global Multi-Sector Fixed Income Team at Manulife Investment Management. He is responsible for portfolio management, global bond research, security selection and risk management for the company’s global multi-sector fixed income strategies. Prior to joining the company, Tom held positions at Putnam Investments, Transamerica Investments, SAC Capital and Fontana Capital. | ||
| Thomas M. Finucane | Financial Analyst | 1996 | 2002 |
| Biography | Finucane joined Loomis Sayles in 2000 and a financial service sector analyst/portfolio manager. Previously, he rejoined John Hancock Funds in 2004 after two years with State Street Research, where he covered financial services stocks. He was previously with John Hancock from 1990 to 2002. Earlier in his career, Finucane worked at the Federal Reserve Bank of Boston as a bank examiner and State Street Bank as a fund accountant. | ||
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