HEQ (John Hancock Hedged Equity &ome Fund) Tax Rate %: 0.00% (As of Dec. 2025)

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HEQ John Hancock Hedged Equity & Income Fund HEQ
61 GF Score
Price $11.51
GF Value $15.52
Valuation Modestly Undervalued
! 2 Warning Signs
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What is John Hancock Hedged Equity &ome Fund Tax Rate %?

John Hancock Hedged Equity &ome Fund HEQ +0.17% 61 Tax Rate % is 0.00% as of Dec. 2025. GuruFocus rates HEQ with a GF Score™ of 61/100 and a GF Value™ of $15.52 (Modestly Undervalued). The stock has 2 warning signs investors should review.

Tax Rate % is calculated as Tax Expense divided by its Pre-Tax Income. John Hancock Hedged Equity &ome Fund's Tax Expense for the six months ended in Dec. 2025 was $0.00 Mil. John Hancock Hedged Equity &ome Fund's Pre-Tax Income for the six months ended in Dec. 2025 was $10.12 Mil. Therefore, John Hancock Hedged Equity &ome Fund's Tax Rate % for the quarter that ended in Dec. 2025 was 0.00%.


John Hancock Hedged Equity &ome Fund Tax Rate % Related Terms


John Hancock Hedged Equity &ome Fund Tax Rate % Historical Data

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The historical data trend for John Hancock Hedged Equity &ome Fund's Tax Rate % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

John Hancock Hedged Equity &ome Fund Tax Rate % Chart

John Hancock Hedged Equity &ome Fund Annual Data
Trend Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Tax Rate %
Get a 7-Day Free Trial Premium Member Only 0.00 0.00 0.00 0.00 0.00

John Hancock Hedged Equity &ome Fund Semi-Annual Data
Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Tax Rate % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 0.00
HEQ
61GF Score
John Hancock Hedged Equity & Income Fund HEQ
Tax Rate % is just one metric. See GF Score™, valuation, warning signs, and more.
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John Hancock Hedged Equity &ome Fund Tax Rate % Calculation

Tax Rate % is the ratio of tax expense divided by pretax income, usually presented in percent.

John Hancock Hedged Equity &ome Fund's Tax Rate % for the fiscal year that ended in Dec. 2025 is calculated as

Tax Rate %=Tax Expense (A: Dec. 2025 )/Pre-Tax Income (A: Dec. 2025 )
=0/18.833
=0.00 %

John Hancock Hedged Equity &ome Fund's Tax Rate % for the quarter that ended in Dec. 2025 is calculated as

Tax Rate %=Tax Expense (Q: Dec. 2025 )/Pre-Tax Income (Q: Dec. 2025 )
=0/10.115
=0.00 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Tax Rate % →
What does a Tax Rate % of 0.00% mean?
John Hancock Hedged Equity &ome Fund (HEQ) has a Tax Rate % of 0.00% as of Dec. 2025.
Is John Hancock Hedged Equity &ome Fund's Tax Rate % too high?
John Hancock Hedged Equity &ome Fund's current Tax Rate % is 0.00%. Overall, John Hancock Hedged Equity &ome Fund has a GF Score™ of 61/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does John Hancock Hedged Equity &ome Fund's Tax Rate % compare to SPE and WHF?
John Hancock Hedged Equity &ome Fund's Tax Rate % of 0.00% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tax Rate % for an Asset Management company?
A good Tax Rate % depends on the Asset Management industry context. However, Tax Rate % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tax Rate % mean?
A high Tax Rate % can signal that a stock is expensive relative to its fundamentals. John Hancock Hedged Equity &ome Fund's current Tax Rate % is 0.00%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is John Hancock Hedged Equity &ome Fund stock overvalued right now?
Based on GuruFocus' analysis, John Hancock Hedged Equity &ome Fund (HEQ) is currently considered Modestly Undervalued. The stock's GF Value™ is $15.52, compared to a current price of $11.51 — trading 25.8% below its estimated fair value. The current Tax Rate % is 0.00%. John Hancock Hedged Equity &ome Fund's overall GF Score™ is 61/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tax Rate % calculated?
Tax Rate % is calculated from a company's financial statements. For John Hancock Hedged Equity &ome Fund (HEQ), the current Tax Rate % is 0.00% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is John Hancock Hedged Equity &ome Fund (HEQ) Overvalued in 2026?

Based on GuruFocus' analysis, John Hancock Hedged Equity &ome Fund stock appears to be undervalued. The current stock price of $11.51 is trading 25.8% below its estimated GF Value™ of $15.52. GuruFocus considers John Hancock Hedged Equity &ome Fund to be Modestly Undervalued.

Key valuation signals for HEQ:

  • Tax Rate %: 0.00%
  • GF Value™: $15.52 vs. price of $11.51 (25.8% below fair value)
  • GF Score™: 61/100 with 2 warning signs

No single metric tells the full story. See the HEQ stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


John Hancock Hedged Equity &ome Fund Business Description

Address 200 Berkeley Street, Boston, MA, USA, 02116
John Hancock Hedged Equity & Income Fund is a closed-end management investment company. Its investment objective is to provide total return, with a focus on current income and gains, and to include long-term capital appreciation. It invests in various sectors such as financials, consumer discretionary, information technology, energy, healthcare, materials, real estate, consumer staples, short-term investments, and others.
61GF Score

Get the complete analysis for HEQ

Tax Rate % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$11.51
Price
$15.52
GF Value