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Upturn AI SWOT - About
John Hancock Investors Closed Fund (JHI)
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Upturn Advisory Summary
09/17/2025: 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 29.78% | Avg. Invested days 76 | 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 09/17/2025 |
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 Closed Fund is a closed-end management investment company. It aims to provide a high level of current income, consistent with prudent investment risk.
Core Business Areas
- Investment Management: Manages a portfolio of debt and equity securities, primarily focused on income generation and capital appreciation.
Leadership and Structure
The fund is managed by John Hancock Investment Management LLC. Leadership includes portfolio managers and executives overseeing investment strategy and operations.
Top Products and Market Share
Key Offerings
- Income Fund: Portfolio of debt and equity securities designed to generate current income. The market share is not explicitly defined as it operates as a closed-end fund within the broader investment management industry. Competitors include other closed-end funds like PIMCO Corporate & Income Opportunity Fund (PTY) and BlackRock Enhanced Equity Dividend Trust (BDJ).
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by interest rates, economic conditions, and investor sentiment. Demand for income-generating investments drives the market.
Positioning
John Hancock Investors Closed Fund positions itself as an income-focused investment option. Competitive advantages include expertise of portfolio managers and established investment process.
Total Addressable Market (TAM)
The TAM consists of the total assets invested in income-oriented investments. It is positioned to capture a portion of this TAM through its closed-end fund structure, focusing on consistent income generation.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Established investment process
- Focus on income generation
Weaknesses
- Closed-end fund structure can lead to trading at a discount to NAV
- Vulnerability to interest rate fluctuations
- Limited flexibility compared to open-end funds
Opportunities
- Rising demand for income-generating investments
- Potential for capital appreciation in select securities
- Expansion into new investment strategies
Threats
- Increased competition from other investment products
- Economic downturns
- Changes in regulatory environment
Competitors and Market Share
Key Competitors
- PTY
- BDJ
- GOF
Competitive Landscape
JHI competes with other closed-end funds based on investment strategy, distribution rate, and expense ratio. Advantages and disadvantages depend on market conditions and portfolio management decisions.
Growth Trajectory and Initiatives
Historical Growth: Growth is primarily driven by the performance of underlying investments and the fund's ability to maintain its distribution rate.
Future Projections: Future growth depends on market conditions and the fund's investment strategy. Analyst estimates vary based on economic outlook.
Recent Initiatives: Initiatives include portfolio adjustments to optimize income generation and capital appreciation potential.
Summary
John Hancock Investors Closed Fund focuses on providing income through a diversified portfolio. Its closed-end structure presents both opportunities and risks, with market sentiment influencing share price relative to NAV. Management's expertise in navigating market conditions is crucial. Key factors to watch include interest rate sensitivity and competitive pressures from other income-oriented investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- John Hancock Investment Management website
- Financial news sources
- SEC filings
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market conditions and fund performance can change.
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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