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Upturn AI SWOT - About
John Hancock Investors Closed Fund (JHI)
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Upturn Advisory Summary
08/28/2025: 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 26.39% | Avg. Invested days 74 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/28/2025 |
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 |
Upturn AI SWOT
John Hancock Investors Closed Fund
Company Overview
History and Background
John Hancock Investors Trust (JHI) is a closed-end fund that has been providing investment services for several decades. The fund's objective is to provide a high level of current income, consistent with prudent investment risk, as well as capital appreciation. While the exact founding year is not explicitly available, the trust has been operating for a significant period under the John Hancock brand, managed by Manulife Investment Management.
Core Business Areas
- Investment Management: The core business involves managing a portfolio of securities, primarily investing in dividend-paying common and preferred stocks, corporate bonds, and U.S. government securities.
Leadership and Structure
JHI is a closed-end fund managed by Manulife Investment Management. The fund is overseen by a board of directors and a team of investment professionals responsible for portfolio construction and management.
Top Products and Market Share
Key Offerings
- Diversified Investment Portfolio: JHI offers a diversified portfolio of income-generating securities. As a closed-end fund, market share is not directly applicable as it's an investment vehicle rather than a product. Competitors include other closed-end funds such as Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) and BlackRock Enhanced Equity Dividend Trust (BDJ). Revenue and user data are not publicly broken down for specific funds.
Market Dynamics
Industry Overview
The closed-end fund industry is a segment of the broader asset management industry. It is influenced by factors such as interest rates, market volatility, and investor sentiment towards income-generating assets.
Positioning
JHI positions itself as an option for investors seeking a high level of current income. Its competitive advantage lies in Manulife Investment Management's expertise in managing income-oriented portfolios.
Total Addressable Market (TAM)
The total addressable market includes investors seeking income through managed investment products. The TAM is estimated to be in the trillions of dollars globally. JHI is positioned within this TAM by offering a diversified closed-end fund option.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified portfolio
- Focus on income generation
- Established brand reputation
Weaknesses
- Closed-end fund structure can lead to trading at a discount to NAV
- Susceptibility to market fluctuations
- Management fees can impact returns
- Performance dependent on active management
Opportunities
- Growing demand for income-generating investments
- Expansion into new asset classes
- Increased marketing and investor education
- Potential for strategic partnerships
Threats
- Rising interest rates
- Increased market volatility
- Competition from other investment products
- Regulatory changes
Competitors and Market Share
Key Competitors
- ETV
- BDJ
- GOF
- RQI
- PCI
Competitive Landscape
JHI operates in a competitive market with numerous other closed-end funds. Its success depends on its ability to deliver attractive risk-adjusted returns compared to peers.
Growth Trajectory and Initiatives
Historical Growth: Growth is tied to the performance of its investment portfolio and investor demand for income-generating assets.
Future Projections: Future growth depends on macroeconomic factors and the ability of the management team to generate attractive returns.
Recent Initiatives: Initiatives include adjusting the portfolio allocation to optimize risk-adjusted returns and managing the discount to NAV.
Summary
John Hancock Investors Closed Fund is designed for income-seeking investors, with management expertise from Manulife Investment Management. The Fund's weakness lies in its closed-end structure. It is vital to capitalize on the growing demand for income-generating investments while navigating market volatility and competition. Focus on strong NAV management and minimizing the discount to NAV will be critical for long term success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- John Hancock Investors Trust Website
- Financial News Outlets
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on your own due diligence and consultation with a 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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