John Hancock Financial Fund Equity Positions Weight
| BTO Fund | USD 39.28 0.01 0.03% |
John Hancock Financial fundamentals help investors to digest information that contributes to John Hancock's financial success or failures. It also enables traders to predict the movement of John Fund. The fundamental analysis module provides a way to measure John Hancock's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to John Hancock fund.
John |
John Hancock Financial Fund Equity Positions Weight Analysis
John Hancock's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
| Competition |
According to the company disclosure, John Hancock Financial has an Equity Positions Weight of 0.0%. This indicator is about the same for the Financial Services average (which is currently at 0.0) family and about the same as Asset Management (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
John Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses John Hancock's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the funds which would be a good addition to a portfolio. Peer analysis of John Hancock could also be used in its relative valuation, which is a method of valuing John Hancock by comparing valuation metrics of similar companies.John Hancock is currently under evaluation in equity positions weight among similar funds.
John Fundamentals
| Return On Equity | -7.97 | ||||
| Return On Asset | 0.9 | ||||
| Profit Margin | (238.16) % | ||||
| Operating Margin | 51.42 % | ||||
| Current Valuation | 808.68 M | ||||
| Shares Outstanding | 19.17 M | ||||
| Shares Owned By Insiders | 0.04 % | ||||
| Shares Owned By Institutions | 20.80 % | ||||
| Number Of Shares Shorted | 12.55 K | ||||
| Price To Earning | 2.71 X | ||||
| Price To Book | 1.14 X | ||||
| Price To Sales | 32.25 X | ||||
| Revenue | 21.7 M | ||||
| Gross Profit | 21.3 M | ||||
| Net Income | (51.69 M) | ||||
| Cash And Equivalents | 834.08 K | ||||
| Cash Per Share | 0.04 X | ||||
| Total Debt | 125 M | ||||
| Debt To Equity | 0.20 % | ||||
| Current Ratio | 0.06 X | ||||
| Book Value Per Share | 32.01 X | ||||
| Cash Flow From Operations | 29.11 M | ||||
| Short Ratio | 0.32 X | ||||
| Earnings Per Share | 13.50 X | ||||
| Number Of Employees | 20 | ||||
| Beta | 1.5 | ||||
| Market Capitalization | 761.01 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 35.02 % | ||||
| One Year Return | 61.00 % | ||||
| Three Year Return | 5.90 % | ||||
| Five Year Return | 10.35 % | ||||
| Last Dividend Paid | 2.6 |
About John Hancock Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze John Hancock Financial's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of John Hancock using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of John Hancock Financial based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with John Hancock
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if John Hancock position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in John Hancock will appreciate offsetting losses from the drop in the long position's value.Moving together with John Fund
| 0.99 | FSRBX | Banking Portfolio Banking | PairCorr |
| 0.88 | PRDSX | T Rowe Price | PairCorr |
| 0.92 | VSEQX | Vanguard Strategic Equity | PairCorr |
Moving against John Fund
The ability to find closely correlated positions to John Hancock could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace John Hancock when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back John Hancock - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling John Hancock Financial to buy it.
The correlation of John Hancock is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as John Hancock moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if John Hancock Financial moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for John Hancock can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Other Information on Investing in John Fund
John Hancock financial ratios help investors to determine whether John 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 John with respect to the benefits of owning John Hancock security.
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