Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI Summary - About
John Hancock Investors Closed Fund(JHI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for JHI
11/09/2026: JHI (1-star) is currently NOT-A-BUY. Pass it for now.
John Hancock Investors Closed Fund is a closed-end investment company that provides exposure to a diversified portfolio of corporate bonds. The fund is designed for income-oriented investors, leveraging the expertise of John Hancock’s credit management team. Its primary strength lies in its ability to actively manage fixed-income assets while providing regular distributions. However, investors must be aware of risks such as interest rate volatility and the potential for shares to trade at discounts to Net Asset Value. The fund is best suited for income-focused portfolios, and investors should monitor interest rate trends and credit market conditions as key developments affecting performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The fund focuses on fixed-income yield rather than aggressive capital appreciation associated with growth investing. |
| Momentum investor | Weak fit | As a yield-oriented closed-end fund, it typically lacks the high-volatility price trends sought by momentum strategies. |
| Value investor | Mixed fit | Investors may find value when the fund trades at a significant discount to its underlying NAV. |
| Dividend investor | Strong fit | The primary objective of the fund is to provide recurring income distributions to shareholders. |
| Low-risk investor | Mixed fit | While bonds are generally safer than equities, the fund's use of leverage and market price volatility requires a moderate risk tolerance. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Share prices can fluctuate significantly due to changes in market sentiment regarding the fund's discount or premium to NAV. |
| Valuation risk | Medium | Buying shares at a premium to NAV may lead to capital losses if the premium narrows. |
| Competition risk (Fixed Income CEFs) | Medium | The fund must compete with other income products that may offer higher yields or lower expense ratios. |
| Business quality | Medium | The fund's performance is tied to the quality of the underlying corporate bond portfolio managed by John Hancock. |
| Dividend income | Medium | Distribution levels are not guaranteed and can be impacted by the interest income generated by portfolio holdings. |
| Execution risk | Low | The fund relies on the manager's ability to select bonds that provide attractive returns while minimizing credit defaults. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type Stock | Historic Profit 19.09% | Avg. Invested days 64 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 106.25M USD | Price to earnings Ratio 7.89 | 1Y Target Price - |
Price to earnings Ratio 7.89 | 1Y Target Price - | ||
Volume (30-day avg) 34.6K shares | Beta 0.75 | 52 Weeks Range 11.73 - 13.20 | Updated Date 11/09/2026 |
52 Weeks Range 11.73 - 13.20 | Updated Date 11/09/2026 | ||
Dividends yield (FY) 10.26% | Basic EPS (TTM) 1.54 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Income | Interest and dividend income generated from the underlying portfolio of corporate bonds and fixed-income securities. | The fund earns money from the interest paid by the companies it lends to, which is then passed to you as a distribution. |
Valuation
Trailing PE 7.89 | Forward PE - | Enterprise Value 193.14M | Price to Sales(TTM) 8.26 |
Enterprise Value 193.14M | Price to Sales(TTM) 8.26 | ||
Enterprise Value to Revenue 14.15 | Enterprise Value to EBITDA - | Shares Outstanding 8.74M | Shares Floating - |
Shares Outstanding 8.74M | Shares Floating - | ||
Percent Insiders 0.17 | Percent Institutions 38.8 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.