John Hancock Financial Opportunities Fund
BTO
$30.44
$0.491.64%
| 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 (9) | |||
| 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 | 1.23% | |||
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| Dividend Yield (Forward) | 3.18% | |||
| Asset Allocation | BTO-NYSE | Click to Compare |
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| Cash | -0.26% | |||
| Stock | 90.17% | |||
| U.S. Stock | 85.74% | |||
| Non-U.S. Stock | 4.43% | |||
| Bond | 4.18% | |||
| U.S. Bond | 4.18% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 5.19% | |||
| Convertible | 0.72% | |||
| Other Net | 0.00% | |||
| Price History | BTO-NYSE | Click to Compare |
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| 7-Day Total Return | 2.78% | |||
| 30-Day Total Return | -9.30% | |||
| 60-Day Total Return | -18.02% | |||
| 90-Day Total Return | -16.19% | |||
| Year to Date Total Return | -14.19% | |||
| 1-Year Total Return | 18.52% | |||
| 2-Year Total Return | 37.45% | |||
| 3-Year Total Return | 5.12% | |||
| 5-Year Total Return | 131.34% | |||
| Price | BTO-NYSE | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | $28.44 | |||
| 1-Month High Price | $34.60 | |||
| 52-Week Low Price | $26.47 | |||
| 52-Week Low Price (Date) | Jun 14, 2024 | |||
| 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 | $29.52 | |||
| 1-Month Low NAV | $28.44 | |||
| 1-Month High NAV | $33.35 | |||
| 52-Week Low NAV | $26.85 | |||
| 52-Week Low NAV (Date) | Jun 14, 2024 | |||
| 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 | 30.68 | |||
| Balance Sheet | BTO-NYSE | Click to Compare |
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| Total Assets | 641.99M | |||
| 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% | |||