Financial Industries FundJFDRX
Type
Mutual fund
Peer group
Global equity
Net assets
$268.9M
Expense ratio
0.88%
1-year return
+14.6%
3 years, a year
+18.6%
5 years, a year
+7.3%
Holdings
42
What it aims to do.
To seek capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| CFG Citizens Financial Group Inc. | 4.80% |
| C Citigroup Inc. | 4.69% |
| MS Morgan Stanley | 4.63% |
| FITB Fifth Third Bancorp | 4.00% |
| COLB Columbia Banking System Inc. | 3.83% |
| NN Group N.V. | 3.60% |
| BPOP Popular Inc. | 3.28% |
| HIG The Hartford Insurance Group Inc. | 3.17% |
| CaixaBank S.A. | 3.15% |
| JPM JPMorgan Chase and Co. | 3.15% |
More on JFDRX.
- JFDRX overview
- JFDRX holdings
- JFDRX risk
- JFDRX costs
- JFDRX money in and out
- JFDRX share classes
- Compare JFDRX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.