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Upturn AI SWOT - About
John Hancock Investors Closed Fund (JHI)

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Upturn Advisory Summary
10/31/2025: JHI (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit 25.77% | Avg. Invested days 80 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
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 |
Upturn AI SWOT
John Hancock Investors Closed Fund
Company Overview
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.
Core Business Areas
- Investment Management: Manages a portfolio of securities, primarily income-generating assets, to achieve its investment objectives.
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
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
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
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.
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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