BTO
John Hancock Financial Opportunities Fund
1W: -2.2%
1M: -5.3%
3M: -6.6%
YTD: +1.1%
1Y: +7.5%
3Y: +94.8%
5Y: +33.3%
$36.21
+0.37 (+1.03%)
Weekly Expected Move ±2.5%
$34
$35
$35
$36
$37
Key Statistics
AUM$710M
Holdings138
Top 10 Wt17.3%
Volume25,380
Avg Volume50,196
Beta0.98
Portfolio Fundamentals
P/E10.5
P/B1.1
Div Yield2.68%
ROE11.0%
% Profitable74%
Inception1994-08-16
Sector Allocation
Financial Services
107.3%
Other
9.9%
Real Estate
1.4%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Old National Bancorp | ONB | 2.21% | $15.8M | 708,861 |
| 2 | Citizens Financial Group Inc. | 0HYP.L | 1.87% | $13.3M | 228,406 |
| 3 | Coastal Financial Corporation | CCB | 1.74% | $12.4M | 108,420 |
| 4 | Popular Inc. | BPOP | 1.72% | $12.3M | 98,514 |
| 5 | U.S. Bancorp | UB5.DE | 1.68% | $12.0M | 225,123 |
| 6 | MandT Bank Corporation | 0JW2.L | 1.64% | $11.7M | 58,267 |
| 7 | Hancock Whitney Corporation | HWC | 1.63% | $11.6M | 182,751 |
| 8 | Zions Bancorporation National Association | 0M3L.L | 1.62% | $11.6M | 198,195 |
| 9 | Huntington Bancshares Incorporated | 0J72.L | 1.59% | $11.4M | 655,503 |
| 10 | Ameris Bancorp | ABCB | 1.59% | $11.3M | 152,485 |