HEQ

HoldHot Air

John Hancock Diversified Income Fund · Financial Services · United States · $134M · Avg Vol: $248K/d

Hot Air: Rising on momentum alone: weak business, rich price.

44
StockRank
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Quality
40
Value
42
Momentum
54
P/E (TTM)
6.8x
peers 12.7x
ROE
12.8%
peers 9.6%
D/E
—
peers 0.3x
Dividend %
8.7%
trailing yield

ABOUT JOHN HANCOCK DIVERSIFIED INCOME FUND

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John Hancock Diversified Income Fund is a closed-end management investment company designed to deliver high current income with a secondary objective of capital appreciation. The fund leverages a flexible, multi-asset allocation strategy, investing across global high-yield bonds, preferred securities, and dividend-paying equities. It is managed by John Hancock's experienced investment team, offering retail investors diversified exposure to income-generating assets.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGRTTM
Revenue—-0.7M12.7M13.4M19.9M25.2%19.9M
EPS1.44-0.150.951.021.562.1%1.68
Shares—12.2M12.2M12.1M12.1M-1.4%11.9M
Debt———————
Equity—143.5M141.1M140.7M147.1M0.8%—
Op CF———————
Inv CF———————
Fin CF———————
Loading 1Y...
PRICE (1Y) · USD-4.2%
11.211.411.511.711.914 Aug4 Sep25 Sep
SMA 50SMA 200

Price checkExperimental
SwingsVery calm

Calmer than 98% of stocks we rank over the past year (12% a year).

How this is worked out

What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.

What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.

Calm is not safe: a calm stock can still slide steadily.

Rules fixed before any data was fetched. Describes the chart, not a recommendation.

Close
$11.19
RSI (14)
26.3
52-Week Range-4.7% from high
Low $9.57High $11.74

SCORE BREAKDOWN

Quality
40
ROIC (ROA)
12.8%*87.3
ROE
12.8%64.1
GP/Assets
—N/A
Op. Margin
0.0%14.3
FCF/Assets
—N/A
Piotroski
1N/A
Int. Cover
—N/A
D/E Ratio
—N/A
Current Ratio
—N/A
Value
42
P/E (TTM)
6.8x82.3
EV/EBITDA
—N/A
P/FCF
—N/A
P/B
—N/A
P/S
6.9x23.3
Div Yield
8.7%85.6
Momentum
54
52W High %
95%79.2
RS 6M
-10%41.2
SMA 50/200
1.05x58.4
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
—N/A

FUNDAMENTALS

Market Cap
$134M
P/E (Forward)
—
Gross Margin
—

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of HEQ are excluded.

TickerCompanyMkt CapStockRankSignal
HEQJohn Hancock Diversified Income Fund(you)$134M44Hold
GGZThe Gabelli Global Small and Mid Cap Value Trust$122M43Hold
WEAWestern Asset Premier Bond Fund$123M46Hold
NMINuveen Municipal Income Fund, Inc.$130M39Hold
PCQPIMCO California Municipal Income Fund$162M46Hold
GLQClough Global Equity Fund$154M47Hold
PIMFranklin Master Intermediate Income Trust$145M38Hold
PNIPIMCO New York Municipal Income Fund II$152M48Hold
OXSQOxford Square Capital Corp.$137M37Hold
EDFVirtus Stone Harbor Emerging Markets Income Fund$168M46Hold

Peer medians: ROE 9.6% · P/E 12.7x · Gross margin 100.0%

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John Hancock Diversified Income Fund (HEQ): Stock Score Summary

John Hancock Diversified Income Fund (HEQ) has a MoatMap StockRank of 44/100 based on Quality (40/100), Value (42/100), and Momentum (54/100) factor scores. The current signal is HOLD.

John Hancock Diversified Income Fund is a closed-end management investment company designed to deliver high current income with a secondary objective of capital appreciation. The fund leverages a flexible, multi-asset allocation strategy, investing across global high-yield bonds, preferred securities, and dividend-paying equities. It is managed by John Hancock's experienced investment team, offering retail investors diversified exposure to income-generating assets.

Key Financial Metrics

Price$11.19
Market Cap$134M
P/E (TTM)6.82
Return on Equity12.8%
Operating Margin0.0%
Dividend Yield8.7%

John Hancock Diversified Income Fund operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is John Hancock Diversified Income Fund’s (HEQ) StockRank?
MoatMap’s StockRank for John Hancock Diversified Income Fund (HEQ) is 44/100, with a Hold signal. It is a composite of Quality (40), Value (42), and Momentum (54) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does John Hancock Diversified Income Fund have an economic moat?
John Hancock Diversified Income Fund (HEQ) has a Quality factor score of 40/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is John Hancock Diversified Income Fund a buy, hold, or sell?
MoatMap’s current signal for John Hancock Diversified Income Fund (HEQ) is Hold, based on a StockRank of 44/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is John Hancock Diversified Income Fund in?
John Hancock Diversified Income Fund (HEQ) operates in the Financial Services sector, specifically the Asset Management industry (United States).