John Hancock Financial Opportunities Fund
BTO
$33.92
$0.150.44%
| Weiss Ratings | BTO-NYSE | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | BTO-NYSE | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | John Hancock Investment Management LLC | |||
| Manager/Tenure (Years) | Susan Curry (18), Ryan P. Lentell (10) | |||
| Website | http://www.jhworldwideinvestors.com | |||
| Fund Information | BTO-NYSE | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | John Hancock Financial Opportunities Fund | |||
| Category | Financial | |||
| Sub-Category | Financials Sector Equity | |||
| Prospectus Objective | Specialty - Financial | |||
| Inception Date | Aug 18, 1994 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | -- | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BTO-NYSE | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.43% | |||
| Dividend | BTO-NYSE | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 3.20% | |||
| Asset Allocation | BTO-NYSE | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -0.14% | |||
| Stock | 90.54% | |||
| U.S. Stock | 85.90% | |||
| Non-U.S. Stock | 4.64% | |||
| Bond | 3.14% | |||
| U.S. Bond | 3.14% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 5.96% | |||
| Convertible | 0.49% | |||
| Other Net | 0.00% | |||
| Price History | BTO-NYSE | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -5.41% | |||
| 30-Day Total Return | -6.62% | |||
| 60-Day Total Return | 2.95% | |||
| 90-Day Total Return | -4.24% | |||
| Year to Date Total Return | 1.47% | |||
| 1-Year Total Return | 14.04% | |||
| 2-Year Total Return | 64.59% | |||
| 3-Year Total Return | 38.96% | |||
| 5-Year Total Return | 146.16% | |||
| Price | BTO-NYSE | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | $35.47 | |||
| 1-Month High Price | $37.84 | |||
| 52-Week Low Price | $28.44 | |||
| 52-Week Low Price (Date) | Apr 08, 2025 | |||
| 52-Week High Price | $39.45 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| NAV | BTO-NYSE | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $34.82 | |||
| 1-Month Low NAV | $34.82 | |||
| 1-Month High NAV | $36.91 | |||
| 52-Week Low NAV | $28.44 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $39.01 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | BTO-NYSE | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | 29.26 | |||
| Balance Sheet | BTO-NYSE | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 694.79M | |||
| Operating Ratios | BTO-NYSE | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 2.01% | |||
| Turnover Ratio | 13.00% | |||
| Performance | BTO-NYSE | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 45.64% | |||
| Last Bear Market Total Return | -15.16% | |||