Equity Income Financials
| JHEIX Fund | USD 19.13 0.33 1.76% |
Equity |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Equity Income Fund Summary
Equity Income competes with Vanguard Energy, Fidelity Advisor, Oil Gas, Salient Mlp, and Franklin Natural. The fund invests at least 80 percent of its net assets in equity securities, with at least 65 percent in common stocks of well-established companies paying above-average dividends. It may invest in fixed-income securities without regard to quality or rating, including privately negotiated notes or loans and up to 10 percent in below-investment-grade fixed-income securities .Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | John Hancock Funds |
| Mutual Fund Family | John Hancock |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 225 5291 |
| Currency | USD - US Dollar |
Equity Income Key Financial Ratios
Equity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Equity Income's current stock value. Our valuation model uses many indicators to compare Equity Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Equity Income competition to find correlations between indicators driving Equity Income's intrinsic value. More Info.Equity Income Fund is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Equity Income Fund is roughly 9.24 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Equity Income's earnings, one of the primary drivers of an investment's value.Equity Income Systematic Risk
Equity Income's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Equity Income volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fifty with a total number of output elements of eleven. The Beta measures systematic risk based on how returns on Equity Income correlated with the market. If Beta is less than 0 Equity Income generally moves in the opposite direction as compared to the market. If Equity Income Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Equity Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Equity Income is generally in the same direction as the market. If Beta > 1 Equity Income moves generally in the same direction as, but more than the movement of the benchmark.
Equity Income March 16, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Equity Income help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Equity Income Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Equity Income Fund based on widely used predictive technical indicators. In general, we focus on analyzing Equity Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Equity Income's daily price indicators and compare them against related drivers.
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 7.49 | |||
| Value At Risk | (1.33) | |||
| Potential Upside | 1.08 |
Other Information on Investing in Equity Mutual Fund
Equity Income financial ratios help investors to determine whether Equity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Equity with respect to the benefits of owning Equity Income security.
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