HEQ
John Hancock Hedged Equity & Income Fund
1W: +1.9%
1M: +1.4%
3M: +1.9%
YTD: +8.1%
1Y: +17.7%
3Y: +39.2%
5Y: +47.3%
$11.62
+0.17 (+1.48%)
Weekly Expected Move ±1.6%
$11
$11
$11
$12
$12
Key Statistics
AUM$141M
Holdings248
Top 10 Wt7.8%
Volume75,637
Avg Volume50,808
Beta0.61
Portfolio Fundamentals
P/E18.8
P/B3.0
Div Yield3.53%
ROE16.9%
% Profitable39%
Inception2011-05-27
Sector Allocation
Other
39.7%
Financial Services
13.2%
Technology
10.0%
Healthcare
6.1%
Utilities
4.5%
Energy
4.2%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | GOLD TRIPARTY MORTGAGE REPO - 02Jan26 | — | 2.38% | $3.5M | 3,500,000 |
| 2 | JPMorgan Chase and Co. | CMC.DE | 1.15% | $1.7M | 5,244 |
| 3 | AbbVie Inc. | 4AB.DE | 0.97% | $1.4M | 6,262 |
| 4 | Exxon Mobil Corporation | XOM.SW | 0.82% | $1.2M | 10,077 |
| 5 | Chevron Corporation | CHV.DE | 0.76% | $1.1M | 7,329 |
| 6 | Cisco Systems Inc. | 4333.HK | 0.76% | $1.1M | 14,482 |
| 7 | International Business Machines Corporation | IBM.L | 0.72% | $1.1M | 3,568 |
| 8 | Philip Morris International Inc. | PMI.SW | 0.67% | $988,706 | 6,164 |
| 9 | CVS Health Corporation | CVS.DE | 0.67% | $987,556 | 12,444 |
| 10 | Johnson and Johnson | JNJ.DE | 0.66% | $973,700 | 4,705 |