Floating Rate is trading at 7.41 as of the 6th of February 2026; that is 0.13% down since the beginning of the trading day. The fund's open price was 7.42. Floating Rate has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 8th of November 2025 and ending today, the 6th of February 2026. Click here to learn more.
The fund will invest at least 80 percent of its net assets in floating-rate loans, which often include debt securities of domestic and foreign issuers that are rated below investment grade, at the time of purchase, or are of comparable quality, as determined by the manager, and other floating-rate securities. More on Floating Rate Income
Floating Rate Income [JFIRX] is traded in USA and was established 6th of February 2026. Floating Rate is listed under John Hancock category by Fama And French industry classification. The fund is listed under Bank Loan category and is part of John Hancock family. This fund currently has accumulated 1.27 B in assets under management (AUM) with no minimum investment requirementsFloating Rate Income is currently producing year-to-date (YTD) return of 0.21% with the current yeild of 0.07%, while the total return for the last 3 years was 8.05%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Floating Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Floating Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Floating Rate Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
The fund retains about 47.87% of assets under management (AUM) in fixed income securities. Floating Rate Income last dividend was 0.02 per share. Large To learn more about Floating Rate Income call the company at 888-972-8696.
Floating Rate Income Investment Alerts
Floating Rate Income generated a negative expected return over the last 90 days
The fund retains about 47.87% of its assets under management (AUM) in fixed income securities
Institutional Mutual Fund Holders for Floating Rate
Have you ever been surprised when a price of an equity instrument such as Floating Rate is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Floating Rate Income backward and forwards among themselves. Floating Rate's institutional investor refers to the entity that pools money to purchase Floating Rate's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although Floating Rate's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.
Floating Rate Outstanding Bonds
Floating Rate issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Floating Rate Income uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Floating bonds can be classified according to their maturity, which is the date when Floating Rate Income has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Floating Rate intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Floating Rate mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Floating Rate's time-series forecasting models are one of many Floating Rate's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Floating Rate's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
Other Information on Investing in Floating Mutual Fund
Floating Rate financial ratios help investors to determine whether Floating 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 Floating with respect to the benefits of owning Floating Rate security.