John Hancock Diversified Income Fund (HEQ) Investment Research Dashboard
About John Hancock Diversified Income Fund (HEQ) stock analysis
Get live HEQ stock price $11.52, comprehensive John Hancock Diversified Income Fund stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time HEQ stock data and investment insights.
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John Hancock Diversified Income Fund (HEQ) Overview
John Hancock Diversified Income Fund (HEQ) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, HEQ trades at $11.52 with a market capitalization of 139.32M . Over the past 52 weeks, HEQ has traded between $10.36 and $11.92 , with the current price positioned at approximately 74% of this range . The...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 139.32M
- Current price: $11.52
- 52-week range: $10.36 - $11.92
- P/E ratio: 7.38
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
John Hancock Hedged Equity & Income Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. The fund is co-managed by Wellington Management Company LLP. It invests in the public equity markets of the ...
Company Information
- CEO
- Andrew Grant Arnott
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- 3923
Contact Information
- Website
- https://www.jhinvestments.com/Fund/Overview.aspx?ProductType=ClosedEnd&FundID=2Y61&ClassCode=CE
- Address
- 200 Berkeley Street
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Valuation metrics suggest potential value opportunity (P/E: 7.4)
✓ Lower volatility stock (Beta: 0.61) may provide portfolio stability
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for John Hancock Diversified Income Fund shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for John Hancock Diversified Income Fund
- ⚠Investors should consider how John Hancock Diversified Income Fund fits within their overall portfolio allocation
- ⚠Valuation metrics suggest potential, but require fundamental analysis
Market Cap
139.32M
P/E Ratio (TTM)
7.38
Beta
0.61
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
82/100 ⭐⭐⭐⭐⭐
- Overall
- +0.1%
- NYSE
- -0.1%
- NASDAQ
- +0.4%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Financial Services | +0.1% | +1.3% | +2.0% | 19.3 | 82/100⭐⭐⭐⭐⭐ |
| Healthcare | +0.3% | +2.8% | +1.6% | 23.6 | 81/100⭐⭐⭐⭐⭐ |
| Communication Services | +0.8% | -2.0% | +2.3% | 22.2 | 70/100⭐⭐⭐⭐⭐ |
| Consumer Defensive | +1.1% | +1.3% | +0.1% | 29.0 | 66/100⭐⭐⭐⭐ |
| Energy | +0.9% | +0.7% | -1.3% | 19.7 | 64/100⭐⭐⭐⭐ |
| Real Estate | -0.4% | +2.3% | -1.5% | 29.6 | 54/100⭐⭐⭐ |
| Basic Materials | -0.4% | +0.7% | -1.5% | 25.0 | 46/100⭐⭐⭐ |
| Utilities | -1.0% | +2.2% | -2.2% | 25.6 | 44/100⭐⭐⭐ |
| Consumer Cyclical | +0.5% | -1.4% | -3.8% | 42.9 | 18/100⭐ |
| Industrials | -0.8% | -0.4% | -9.2% | 30.6 | 13/100⭐ |
| Technology | -1.9% | -1.1% | -5.6% | 42.0 | 12/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-27.