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Upturn AI SWOT - About
John Hancock Investors Closed Fund (JHI)
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Upturn Advisory Summary
06/16/2025: 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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 19.81% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/16/2025 |
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 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
John Hancock Investors Closed Fund
Company Overview
History and Background
John Hancock Investors Closed Fund has a long history of providing investment solutions to investors. While specific founding year and milestones require further research, it primarily focuses on managing a portfolio of securities to generate income and capital appreciation.
Core Business Areas
- Investment Management: Managing a portfolio of securities including common stocks and fixed-income instruments to achieve investment objectives.
Leadership and Structure
The fund is managed by investment professionals within John Hancock Investment Management, a division of Manulife Financial Corporation. Specific leadership details require further research.
Top Products and Market Share
Key Offerings
- Diversified Portfolio: The primary product is a diversified portfolio of common stocks and fixed-income securities. Market share information is difficult to ascertain for individual closed-end funds, as competition is within the broader closed-end fund and asset management space. Competitors include other closed-end funds offered by companies like BlackRock, Nuveen, and Eaton Vance.
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by factors like interest rates, market volatility, and investor sentiment. Demand for income-generating investments plays a key role.
Positioning
John Hancock Investors Closed Fund aims to provide a diversified investment option within the closed-end fund market. Competitive advantages are derived from investment expertise and established brand recognition.
Total Addressable Market (TAM)
The total addressable market is the entire asset management and closed-end fund industry, worth trillions of dollars. John Hancock Investors Closed Fund captures a small portion of this, competing for investor assets seeking diversified income and capital appreciation.
Upturn SWOT Analysis
Strengths
- Established brand name
- Experienced investment management team
- Diversified investment portfolio
Weaknesses
- Closed-end fund structure can lead to trading at a discount to net asset value (NAV)
- Dependence on market conditions
Opportunities
- Growing demand for income-generating investments
- Expansion into new investment strategies
- Increase in assets under management
Threats
- Rising interest rates
- Market volatility
- Increased competition from other investment products
Competitors and Market Share
Key Competitors
- BLK
- NUV
- EV
Competitive Landscape
John Hancock Investors Closed Fund competes with other closed-end funds and investment managers for investor capital. Advantages are derived from brand recognition and investment expertise. Disadvantages may include the closed-end fund structure and market volatility.
Growth Trajectory and Initiatives
Historical Growth: Historical growth will vary depending on market cycles and investment performance.
Future Projections: Future projections are based on analyst estimates and market trends. Analyst estimates vary and are subject to change.
Recent Initiatives: Recent strategic initiatives require further investigation of the fund's management reports.
Summary
John Hancock Investors Closed Fund offers diversified investment portfolios with experienced management, yet faces market volatility and closed-end fund structure risks. Growth opportunities lie in rising demand for income, while threats come from interest rates and competition. Success hinges on investment performance and adaptive strategies, balancing risk and reward.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions are subject to change. Individual investment decisions should be based on personal circumstances 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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