John Hancock Financial Opportunities Fund
BTO
$34.48
-$0.60-1.71%
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 | 1.70% | |||
Dividend | BTO-NYSE | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield (Forward) | 3.32% | |||
Asset Allocation | BTO-NYSE | Click to Compare |
Click to Compare |
Click to Compare |
Cash | -0.64% | |||
Stock | 90.51% | |||
U.S. Stock | 84.82% | |||
Non-U.S. Stock | 5.69% | |||
Bond | 3.64% | |||
U.S. Bond | 3.64% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 5.97% | |||
Convertible | 0.52% | |||
Other Net | 0.00% | |||
Price History | BTO-NYSE | Click to Compare |
Click to Compare |
Click to Compare |
7-Day Total Return | -2.02% | |||
30-Day Total Return | -1.32% | |||
60-Day Total Return | 5.83% | |||
90-Day Total Return | 6.80% | |||
Year to Date Total Return | 1.67% | |||
1-Year Total Return | 14.28% | |||
2-Year Total Return | 43.81% | |||
3-Year Total Return | 28.85% | |||
5-Year Total Return | 149.26% | |||
Price | BTO-NYSE | Click to Compare |
Click to Compare |
Click to Compare |
Closing Price | -- | |||
1-Month Low Price | $34.48 | |||
1-Month High Price | $36.65 | |||
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 | $33.94 | |||
1-Month Low NAV | $33.94 | |||
1-Month High NAV | $35.77 | |||
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 | 29.56 | |||
Balance Sheet | BTO-NYSE | Click to Compare |
Click to Compare |
Click to Compare |
Total Assets | 668.88M | |||
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% | |||