John Hancock Financial Opportunities Fund
BTO
$36.58
$0.772.15%
Weiss Ratings | BTO-NYSE | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C- | |||
Risk Index | Fair | |||
Risk Grade | C- | |||
Company Info | BTO-NYSE | Click to Compare |
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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 |
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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 |
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Dividend Yield | 1.70% | |||
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Dividend Yield (Forward) | 3.19% | |||
Asset Allocation | BTO-NYSE | Click to Compare |
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Cash | 0.17% | |||
Stock | 90.41% | |||
U.S. Stock | 85.43% | |||
Non-U.S. Stock | 4.98% | |||
Bond | 3.35% | |||
U.S. Bond | 3.35% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 5.55% | |||
Convertible | 0.52% | |||
Other Net | 0.00% | |||
Price History | BTO-NYSE | Click to Compare |
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7-Day Total Return | -0.73% | |||
30-Day Total Return | -1.88% | |||
60-Day Total Return | 8.94% | |||
90-Day Total Return | 9.02% | |||
Year to Date Total Return | 3.63% | |||
1-Year Total Return | 18.45% | |||
2-Year Total Return | 61.08% | |||
3-Year Total Return | 28.83% | |||
5-Year Total Return | 150.02% | |||
Price | BTO-NYSE | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | $34.05 | |||
1-Month High Price | $36.58 | |||
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 |
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Nav | $34.84 | |||
1-Month Low NAV | $33.25 | |||
1-Month High NAV | $35.72 | |||
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 |
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Beta | -- | |||
Standard Deviation | 29.25 | |||
Balance Sheet | BTO-NYSE | Click to Compare |
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Total Assets | 672.02M | |||
Operating Ratios | BTO-NYSE | Click to Compare |
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Expense Ratio | 2.01% | |||
Turnover Ratio | 13.00% | |||
Performance | BTO-NYSE | Click to Compare |
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Last Bull Market Total Return | 45.64% | |||
Last Bear Market Total Return | -15.16% | |||