| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 624,372 | $8.55M | $8.3M | -$256,987.98 | -3% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 10,321 | $133,244.11 | $137,166.09 | $3,921.98 | 2.94% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 26 | $354 | $346.06 | -$7.94 | -2.24% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 300 | $4,197 | $3,990 | -$207 | -4.93% |
| DN Daniel Newman Noble Wealth Management PBC | 18,850 | $263,722.63 | $250,328 | -$13,394.63 | -5.08% |
| NYSE Exchange | US Country |
John Hancock Investors Trust is a closed-ended fixed income mutual fund, established to provide investors with a diversified investment option in the fixed income markets. The fund is managed by John Hancock Investment Management LLC, in collaboration with John Hancock Asset Management, bringing a wealth of experience and expertise in managing investments. Launched on January 29, 1971, and based in the United States, the fund primarily aims to invest in a varied portfolio comprising corporate and government bonds as well as debt securities from across the globe. To measure the effectiveness of its investment strategy, the fund uses the Barclays Capital U.S. Aggregate Bond Index as its benchmark. This structured approach allows investors to access a broad spectrum of fixed-income opportunities while capitalizing on market trends and stability.
The fund invests in corporate bonds, which are debt instruments issued by companies to raise capital. These bonds generally offer higher yields compared to government securities, making them an attractive option for investors seeking income while also balancing risk. Investing in a diversified mix of corporate bonds helps mitigate company-specific risks and enhances overall portfolio performance.
John Hancock Investors Trust invests in government bonds, including securities issued by national and local governments. These bonds are typically considered low-risk investments due to the backing of governmental entities. They play a crucial role in stabilizing the fund’s overall portfolio, providing predictable income through interest payments, making them suitable for risk-averse investors.
In addition to corporate and government bonds, the fund also invests in various debt securities. This can include mortgage-backed securities, asset-backed securities, and other fixed-income instruments that contribute to the overall diversification and income potential of the portfolio. By investing in a wide range of debt products, the fund aims to capture diverse market opportunities.
The management team at John Hancock Investors Trust employs a disciplined approach to portfolio management. Through detailed analysis and ongoing monitoring of market conditions, the team strategically allocates assets to optimize returns while balancing risk. The experienced co-management structure enhances decision-making and adapts to evolving market dynamics.
To provide transparency and accountability to investors, the fund benchmarks its performance against the Barclays Capital U.S. Aggregate Bond Index. This enables investors to evaluate the fund's performance relative to a comprehensive collection of U.S. investment-grade bonds, ensuring alignment with industry standards and market expectations.