BTO · John Hancock Financial Opportunities Fund
Price & Indicators
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BTO
this stock
John Hancock Financial Opportunities Fund
|
$809.32M | +13.3% | — | — | 0.1% |
|
BLK
BlackRock, Inc.
|
$375.11B | +8.3% | +16.2% | 27.7 | 0.7% |
|
BX
Blackstone Inc.
|
$105.53B | -5.9% | +9.2% | 31.5 | 3.5% |
|
KKR
KKR & Co. Inc.
|
$99.15B | -13.4% | -11.0% | — | 1.6% |
|
BN
BROOKFIELD Corp /ON/
|
$94.05B | -8.1% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- % held
- 21.5%
- Net QoQ
- +180.5K sh
- Top holder
- MORGAN STANLEY
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BTO | -3.2% | -1.7% | +6.1% | -1.3% | +13.3% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | -2.8% | -4.6% | -5.5% | -4.3% | +0.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.