Equity Income Fund Quote
| JHEIX Fund | USD 19.30 0.12 0.63% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Equity Income is trading at 19.30 as of the 18th of January 2025; that is 0.63% up since the beginning of the trading day. The fund's open price was 19.18. Equity Income 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 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
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 .. More on Equity Income Fund
Moving together with Equity Mutual Fund
Equity Mutual Fund Highlights
| Fund Concentration | John Hancock Funds, Large Value Funds, Large Value, John Hancock (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | August |
Equity Income Fund [JHEIX] is traded in USA and was established 18th of January 2025. Equity Income is listed under John Hancock category by Fama And French industry classification. The fund is listed under Large Value category and is part of John Hancock family. This fund currently has accumulated 1.79 B in assets under management (AUM) with minimum initial investment of 1 K. Equity Income is currently producing year-to-date (YTD) return of 0.43% with the current yeild of 0.01%, while the total return for the last 3 years was 4.19%.
Check Equity Income Probability Of Bankruptcy
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 Equity 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 Equity 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 Equity Income Fund 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.
Top Equity Income Fund Mutual Fund Constituents
| LHX | L3Harris Technologies | Stock | Industrials | |
| MSFT | Microsoft | Stock | Information Technology | |
| WY | Weyerhaeuser | Stock | Real Estate | |
| WFC | Wells Fargo | Stock | Financials | |
| UPS | United Parcel Service | Stock | Industrials | |
| TSN | Tyson Foods | Stock | Consumer Staples | |
| SO | Southern Company | Stock | Utilities | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology |
Equity Income Risk Profiles
| Mean Deviation | 0.6024 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.28 | |||
| Risk Adjusted Performance | (0.10) |
Equity Income Against Markets
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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