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John Hancock Investors Closed Fund (JHI)
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Upturn Advisory Summary
01/07/2026: JHI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 24.86% | Avg. Invested days 71 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 01/07/2026 |
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
The John Hancock Investors Closed Fund (NYSE: JHI) was a closed-end investment fund managed by John Hancock Asset Management. It focused on investing in a diversified portfolio of common stocks. The fund aimed to provide current income and capital appreciation. Specific founding year and major milestones are not readily available in public domain for this specific fund.
Core Business Areas
- Investment Management: The primary business of John Hancock Investors Closed Fund was to manage a portfolio of securities, aiming to generate returns for its shareholders. This involved stock selection, portfolio diversification, and risk management.
Leadership and Structure
As a closed-end fund, John Hancock Investors Closed Fund was overseen by a board of directors elected by shareholders. The day-to-day management and investment decisions were handled by a professional investment advisory team, typically from John Hancock Asset Management.
Top Products and Market Share
Key Offerings
- Common Stock Portfolio: The fund's main offering was its diversified portfolio of common stocks. Its performance was directly tied to the appreciation of these underlying equities and any income generated (dividends). Market share data for individual closed-end funds is not typically tracked in the same way as open-end mutual funds or ETFs. Competitors would include other diversified equity closed-end funds, as well as broad-market ETFs and mutual funds.
Market Dynamics
Industry Overview
The closed-end fund industry operates within the broader asset management sector. It competes for investor capital with open-end mutual funds, ETFs, and direct equity investments. The performance of closed-end funds is influenced by overall market conditions, interest rates, and investor sentiment towards equities.
Positioning
John Hancock Investors Closed Fund, as a diversified equity fund, was positioned to offer investors a professionally managed basket of stocks. Its competitive advantages would have stemmed from its investment strategy, the expertise of its management team, and its historical performance, though specific advantages are hard to pinpoint without detailed historical data.
Total Addressable Market (TAM)
The Total Addressable Market for such a fund is the global equity investment market. John Hancock Investors Closed Fund would have been a small participant in this vast market, alongside thousands of other investment vehicles. Precise TAM figures are difficult to isolate for a single fund, but the global equity market is valued in trillions of USD.
Upturn SWOT Analysis
Strengths
- Professional management by John Hancock Asset Management.
- Diversified portfolio of common stocks.
- Potential for income generation through dividends.
Weaknesses
- Closed-end structure can lead to trading at a premium or discount to Net Asset Value (NAV).
- Limited transparency compared to ETFs.
- Performance is subject to the broader equity market and management's stock selection skills.
Opportunities
- Potential for capital appreciation in rising equity markets.
- Opportunity to capture dividend income.
- Possible benefits from effective portfolio rebalancing and tactical asset allocation.
Threats
- Economic downturns and bear markets negatively impacting equity values.
- Interest rate hikes can make dividend-paying stocks less attractive.
- Increased competition from ETFs and other investment vehicles.
Competitors and Market Share
Key Competitors
- Other diversified equity closed-end funds (e.g., BlackRock Science and Technology Trust (BST), PIMCO Income Strategy Fund (PIMIX))
- Broad market ETFs (e.g., SPDR S&P 500 ETF Trust (SPY), Vanguard Total Stock Market ETF (VTI))
- Diversified equity mutual funds
Competitive Landscape
John Hancock Investors Closed Fund competed on the basis of its investment strategy, the expertise of its management team, and its ability to generate competitive returns relative to its peers and broader market benchmarks. Its closed-end structure means it can trade at a discount or premium to its NAV, a factor that differentiates it from open-end funds and ETFs.
Growth Trajectory and Initiatives
Historical Growth: The growth trajectory of the fund would be measured by the change in its Net Asset Value (NAV) per share and its market price per share over time, influenced by market performance and investment strategy.
Future Projections: Future projections for a specific closed-end fund are typically not made in the same way as for operating companies. Performance is subject to market conditions and management's ability to navigate those conditions.
Recent Initiatives: Information on recent strategic initiatives for a closed-end fund of this nature is generally limited to portfolio adjustments or management changes if any occurred.
Summary
John Hancock Investors Closed Fund was a closed-end investment vehicle focused on equity investments. Its strength lay in professional management and diversification, but it faced challenges common to closed-end funds, such as trading at premiums or discounts to NAV. Its performance is intrinsically linked to the broader stock market, and it competes with a wide array of investment products, making its market position dependent on consistent returns and investor perception.
Similar Stocks
Sources and Disclaimers
Data Sources:
- General financial knowledge of closed-end funds
- Information about common investment vehicles in the US market
Disclaimers:
This JSON output is based on general knowledge of investment funds and the structure of closed-end funds. Specific historical financial data and detailed operational specifics for John Hancock Investors Closed Fund may require access to specialized financial databases or historical fund prospectuses. Market share data for individual funds is not a standard metric and is estimated for illustrative purposes. Past performance is not indicative of future results.
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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