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JHI
Upturn stock rating

John Hancock Investors Closed Fund (JHI)

Upturn stock rating
$13.78
Last Close (24-hour delay)
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • 1Y
  • 1M
  • 1W

Upturn Advisory Summary

10/31/2025: JHI (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type Stock
Historic Profit 25.77%
Avg. Invested days 80
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 4.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/31/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 120.33M USD
Price to earnings Ratio 5.81
1Y Target Price -
Price to earnings Ratio 5.81
1Y Target Price -
Volume (30-day avg) -
Beta 0.76
52 Weeks Range 11.36 - 13.76
Updated Date 06/29/2025
52 Weeks Range 11.36 - 13.76
Updated Date 06/29/2025
Dividends yield (FY) 8.69%
Basic EPS (TTM) 2.37

Earnings Date

Report Date 2025-07-01
When Before Market
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 5.81
Forward PE -
Enterprise Value 205818080
Price to Sales(TTM) 8.52
Enterprise Value 205818080
Price to Sales(TTM) 8.52
Enterprise Value to Revenue 5.67
Enterprise Value to EBITDA -
Shares Outstanding 8744550
Shares Floating -
Shares Outstanding 8744550
Shares Floating -
Percent Insiders 0.11
Percent Institutions 34.24

ai summary icon Upturn AI SWOT

John Hancock Investors Closed Fund

stock logo

Company Overview

overview logo History and Background

John Hancock Investors Closed Fund was established to provide shareholders with a high level of current income and total return. The fund invests primarily in a diversified portfolio of U.S. and foreign securities.

business area logo Core Business Areas

  • Investment Management: Manages a portfolio of securities, primarily income-generating assets, to achieve its investment objectives.

leadership logo Leadership and Structure

The fund is managed by a team of investment professionals at John Hancock Investment Management, a division of Manulife Investment Management.

Top Products and Market Share

overview logo Key Offerings

  • Diversified Investment Portfolio: The fund's primary offering is a diversified portfolio of income-generating securities. Market share data is not directly applicable to closed-end funds in the same way as operating companies. Competitors include other closed-end funds with similar investment strategies.

Market Dynamics

industry overview logo Industry Overview

The closed-end fund industry is influenced by interest rates, market volatility, and investor sentiment. Closed-end funds are typically offered at a discount or premium to their net asset value (NAV).

Positioning

John Hancock Investors Closed Fund aims to provide a balance of current income and total return through a diversified portfolio of securities.

Total Addressable Market (TAM)

TAM is difficult to estimate precisely for a single fund. It is positioned relative to other closed-end funds competing for investor capital.

Upturn SWOT Analysis

Strengths

  • Experienced Management Team
  • Diversified Investment Portfolio
  • Established Brand Name

Weaknesses

  • Discount to NAV
  • Limited Liquidity
  • Management Fees

Opportunities

  • Rising Interest Rate Environment
  • Increased Demand for Income-Generating Assets
  • Strategic Asset Allocation

Threats

  • Market Volatility
  • Changes in Interest Rates
  • Increased Competition

Competitors and Market Share

competitor logo Key Competitors

  • PDI
  • GOF
  • OXLC

Competitive Landscape

John Hancock Investors Closed Fund competes with other closed-end funds based on investment strategy, performance, and expense ratio. Its strengths include its experienced management team and diversified portfolio. Weaknesses include discount to NAV.

Growth Trajectory and Initiatives

Historical Growth: Historical growth is determined by the fund's ability to generate positive returns and maintain a stable NAV.

Future Projections: Future projections depend on market conditions, investment strategy, and management expertise.

Recent Initiatives: Recent initiatives might include adjustments to the portfolio allocation or changes in the distribution policy.

Summary

John Hancock Investors Closed Fund aims to provide income and total return through a diversified portfolio. Its strengths lie in its experienced management and established brand. The fund faces challenges from market volatility, interest rate changes, and competition. Its success depends on strategic asset allocation and effective risk management.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Company Filings
  • Financial News Outlets
  • Third-Party Research Reports

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual financial circumstances and consultation with a qualified financial advisor.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization 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.