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Upturn AI SWOT - About
John Hancock Investors Closed Fund (JHI)
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Upturn Advisory Summary
03/27/2025: JHI (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -4.1% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 118.53M USD | Price to earnings Ratio 5.72 | 1Y Target Price - |
Price to earnings Ratio 5.72 | 1Y Target Price - | ||
Volume (30-day avg) 17842 | Beta 0.93 | 52 Weeks Range 11.89 - 13.99 | Updated Date 04/2/2025 |
52 Weeks Range 11.89 - 13.99 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 6.93% | Basic EPS (TTM) 2.37 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 146.76% | Operating Margin (TTM) 88.3% |
Management Effectiveness
Return on Assets (TTM) 3.61% | Return on Equity (TTM) 16.71% |
Valuation
Trailing PE 5.72 | Forward PE - | Enterprise Value 204020192 | Price to Sales(TTM) 8.39 |
Enterprise Value 204020192 | Price to Sales(TTM) 8.39 | ||
Enterprise Value to Revenue 5.6 | Enterprise Value to EBITDA - | Shares Outstanding 8744550 | Shares Floating - |
Shares Outstanding 8744550 | Shares Floating - | ||
Percent Insiders 0.11 | Percent Institutions 34.45 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
John Hancock Investors Closed Fund
Company Overview
History and Background
John Hancock Investors Closed Fund is a closed-end fund managed by John Hancock Investment Management. It invests in public equity markets of the United States. The fund was founded in 1986.
Core Business Areas
- Investment Management: Manages a portfolio of investments, primarily in equity securities, to generate income and capital appreciation.
Leadership and Structure
The fund is managed by a team of investment professionals at John Hancock Investment Management. Specific individuals are not publicly available at the highest executive level
Top Products and Market Share
Key Offerings
- Common Shares of Beneficial Interest: Represents ownership in the fund. Market share is not directly applicable to closed-end funds, rather AUM determines the relative size of the fund. Competitors include other closed-end funds with similar investment objectives. Revenue is determined by the assets under management (AUM) of the fund and the fees charged.
Market Dynamics
Industry Overview
The closed-end fund industry is a segment of the broader investment management industry. It is subject to market fluctuations and interest rate changes, impacting fund performance and investor sentiment.
Positioning
John Hancock Investors Closed Fund is positioned as a provider of income and capital appreciation through a diversified portfolio of equity securities. Competitive advantages are the expertise of the John Hancock investment team and the fund's long-standing history.
Total Addressable Market (TAM)
The TAM for investment management is estimated to be in the trillions of dollars globally. John Hancock Investors Closed Fund captures a very small fraction of this TAM, determined by its AUM, and market sentiment
Upturn SWOT Analysis
Strengths
- Experienced investment management team
- Established brand name (John Hancock)
- Diversified investment portfolio
- Consistent dividend payouts
Weaknesses
- Sensitivity to market fluctuations
- Fees and expenses reducing returns
- Discount to net asset value (NAV)
- Limited control over investment decisions
Opportunities
- Growing demand for income-generating investments
- Expansion into new investment strategies
- Increased investor awareness of closed-end funds
- Potential for NAV appreciation
Threats
- Rising interest rates
- Increased market volatility
- Competition from other investment products
- Regulatory changes
Competitors and Market Share
Key Competitors
- Eaton Vance (EV)
- BlackRock (BLK)
- Nuveen (JQC)
Competitive Landscape
John Hancock Investors Closed Fund competes with other closed-end funds and investment management companies. Its advantages include its experienced management team and brand recognition. Disadvantages include fund size and discount to NAV.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to market performance and investor demand for the fund.
Future Projections: Future growth projections depend on market forecasts and the fund's ability to attract and retain assets.
Recent Initiatives: Recent initiatives may include changes to investment strategy or expense ratio adjustments.
Summary
John Hancock Investors Closed Fund is a well-established closed-end fund offering investors income and capital appreciation. Its performance is closely tied to market conditions. The fund needs to closely monitor expenses and the discount to NAV to enhance shareholder value. Although historicaly it has maintained dividends, increased investor risk appetite may make the fund less desirable.
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Sources and Disclaimers
Data Sources:
- John Hancock Investment Management Website
- SEC Filings
- Financial News Outlets (e.g., Bloomberg, Reuters)
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Market share estimates are approximate and based on publicly available data. Past performance is not indicative of future results. Investment decisions should be made after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About John Hancock Investors Closed Fund
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 1985-07-01 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
John Hancock Investors Trust is a closed-ended fixed income mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management. It invests in the fixed income markets across the globe. The fund primarily invests in a diversified portfolio of corporate and government bonds, debt securities. It benchmarks the performance of its portfolio against the Barclays Capital U.S. Aggregate Bond Index. John Hancock Investors Trust was formed on January 29, 1971 and is domiciled in the United States.
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