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HEQ

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John Hancock Diversified Income Fund · Financial Services · United States · $142M · Avg Vol: $430K/d

24
StockRank
Q
23
V
36
M
55
P/E (TTM)
7.3x
ROE
D/E
Dividend %
AI CONVICTION THESIS

John Hancock Diversified is a closed-end fund. We run a concentrated book of individual high-conviction equities; holding another diversified fund is entirely inconsistent with our mandate.

COMPANY DESCRIPTION

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)

Year20212022202320242025CAGR
Revenue-694,47513M13M20M25.2%
EPS1.44-0.150.951.02-10.9%
Shares12M12M12M12M-1.4%
Debt1M1M1M433,300-24.9%
Equity144M141M141M147M0.8%
Op CF
Inv CF
Fin CF
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PRICE (1M)-0.9%
11.3211.4711.6211.7711.92May 7May 29Jun 18
SMA 50SMA 200
Close
$11.33
RSI (14)
33.2
52W High
$11.67
From 52W High
1.0%

SCORE BREAKDOWN

Quality
23
ROIC (ROA)
N/A
ROE
N/A
GP/Assets
N/A
Op. Margin
0.0%12.9
FCF/Assets
N/A
Piotroski
20.6
Int. Cover
N/A
D/E Ratio
N/A
Current Ratio
N/A
Value
36
P/E (TTM)
7.3x81.9
EV/EBITDA
N/A
P/FCF
N/A
P/B
N/A
P/S
N/A
Div Yield
N/A
Momentum
55
52W High %
97%77.6
RS 6M
-0%63.7
SMA 50/200
1.07x66.7
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
N/A

FUNDAMENTALS

Market Cap
$142M
P/E (Forward)
Gross Margin
0.0%

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)$142M24SELL
GNTGAMCO Natural Resources, Gold & Income Trust$131M24SELL
MCNXAI Madison Equity Premium Income Fund$124M23SELL
EARNEllington Credit Company$185M23SELL
CIKCredit Suisse Asset Management Income Fund, Inc.$139M33SELL
EVFEaton Vance Senior Income Trust$90M23SELL
DHYCredit Suisse High Yield Credit Fund$243M25SELL
BWGLegg Mason BW Global Income Opportunities Fund Inc.$133M13STRONG SELL
AFCGAdvanced Flower Capital Inc.$88M27SELL
CYPHCypherpunk Technologies Inc.$119M13STRONG SELL

Peer medians: ROE 10.8% · P/E 13.6x · Gross margin 0.0%

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

John Hancock Diversified Income Fund (HEQ) has a MoatMap StockRank of 24/100 based on Quality (23/100), Value (36/100), and Momentum (55/100) factor scores. The current signal is SELL. John Hancock Diversified is a closed-end fund. We run a concentrated book of individual high-conviction equities; holding another diversified fund is entirely inconsistent with our mandate.

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$11.33
Market Cap$142M
P/E (TTM)7.35
Gross Margin0.0%
Operating Margin0.0%

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 24/100, with a Sell signal. It is a composite of Quality (23), Value (36), and Momentum (55) factor ranks across MoatMap’s 20,000+ stock universe.
Does John Hancock Diversified Income Fund have an economic moat?
John Hancock Diversified Income Fund (HEQ) has a Quality factor score of 23/100. 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 Sell, based on a StockRank of 24/100. 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).