John Hancock Financial Opportunities Fund (BTO)
27.72
+0.56
(+2.06%)
USD |
NYSE |
Apr 22, 16:00
27.70
-0.02
(-0.07%)
Pre-Market: 20:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 2.96% | -1.04% | 551.42M | 48802.43 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.57% | 13.00% | -- | Upgrade |
Basic Info
| Investment Strategy | |
| The fund’s primary investment objective is to provide a high level of total return consisting of long-term capital appreciation and current income. |
| General | |
| Security Type | Closed-End Fund |
| Equity Style | Small Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | Sector Equity |
| Broad Category | Equity |
| Category Name | Financial |
| Category Index | S&P 1500 Financials TR |
| Global Category Name | Financials Sector Equity |
| YCharts Categorization | Financials Equity |
| YCharts Benchmark | S&P 1500 Financials (Sector) Total Return (^SP15FINSTR) |
| Prospectus Objective | Specialty - Financial |
| Fund Owner Firm Name | John Hancock |
| Prospectus Benchmark Index | |
| S&P Composite 1500 Banks TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSWNTR | 100.0% |
| Manager Tenure | |
| Susan Curry | 17.43 yrs |
| Ryan Lentell | 8.76 yrs |
Performance Versus Category
As of April 22, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 22, 2024.
Basic Info
| Investment Strategy | |
| The fund’s primary investment objective is to provide a high level of total return consisting of long-term capital appreciation and current income. |
| General | |
| Security Type | Closed-End Fund |
| Equity Style | Small Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | Sector Equity |
| Broad Category | Equity |
| Category Name | Financial |
| Category Index | S&P 1500 Financials TR |
| Global Category Name | Financials Sector Equity |
| YCharts Categorization | Financials Equity |
| YCharts Benchmark | S&P 1500 Financials (Sector) Total Return (^SP15FINSTR) |
| Prospectus Objective | Specialty - Financial |
| Fund Owner Firm Name | John Hancock |
| Prospectus Benchmark Index | |
| S&P Composite 1500 Banks TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSWNTR | 100.0% |
| Manager Tenure | |
| Susan Curry | 17.43 yrs |
| Ryan Lentell | 8.76 yrs |