HEQ (John Hancock Hedged Equity &ome Fund) Total Assets : $147.91 Mil (As of Jun. 2024)

View and export this data going back to . Start your Free Trial

What is John Hancock Hedged Equity &ome Fund Total Assets?

John Hancock Hedged Equity &ome Fund's Total Assets for the quarter that ended in Jun. 2024 was $147.91 Mil.

During the past 12 months, John Hancock Hedged Equity &ome Fund's average Total Assets Growth Rate was 4.60% per year. During the past 3 years, the average Total Assets Growth Rate was -3.00% per year. During the past 5 years, the average Total Assets Growth Rate was -5.10% per year.

During the past 7 years, John Hancock Hedged Equity &ome Fund's highest 3-Year average Total Assets Growth Rate was -3.00%. The lowest was -10.20%. And the median was -5.55%.

Total Assets is connected with ROA %. John Hancock Hedged Equity &ome Fund's annualized ROA % for the quarter that ended in Jun. 2024 was 9.24%. Total Assets is also linked to Revenue through Asset Turnover. John Hancock Hedged Equity &ome Fund's Asset Turnover for the quarter that ended in Jun. 2024 was 0.05.

John Hancock Hedged Equity &ome Fund Total Assets Historical Data

The historical data trend for John Hancock Hedged Equity &ome Fund's Total Assets 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.

* Premium members only.

John Hancock Hedged Equity &ome Fund Total Assets Chart

John Hancock Hedged Equity &ome Fund Annual Data

Trend

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Total Assets

Get a 7-Day Free Trial

182.72

156.25

159.78

144.55

142.42

John Hancock Hedged Equity &ome Fund Semi-Annual Data
	Dec17	Jun18	Dec18	Jun19	Dec19	Jun20	Dec20	Jun21	Dec21	Jun22	Dec22	Jun23	Dec23	Jun24
Total Assets	Get a 7-Day Free Trial									146.34	144.55	141.41	142.42	147.91

John Hancock Hedged Equity &ome Fund Total Assets Calculation

Total Assets are all the assets a company owns.

From the capital sources of the assets, some of the assets are funded through shareholder's paid in capital and retained earnings of the business. Others are funded through borrowed money.

John Hancock Hedged Equity &ome Fund's Total Assets for the fiscal year that ended in Dec. 2023 is calculated as

Total Assets	=	Total Equity (A: Dec. 2023 )	+	Total Liabilities (A: Dec. 2023 )
	=	141.136	+	1.283
	=	142.42

John Hancock Hedged Equity &ome Fund's Total Assets for the quarter that ended in Jun. 2024 is calculated as

Total Assets	=	Total Equity (Q: Jun. 2024 )	+	Total Liabilities (Q: Jun. 2024 )
	=	141.321	+	6.584
	=	147.91

John Hancock Hedged Equity &ome Fund (NYSE:HEQ) Total Assets Explanation

Total Assets is connected with ROA %.

John Hancock Hedged Equity &ome Fund's annualized ROA % for the quarter that ended in Jun. 2024 is

ROA %	=	Net Income (Q: Jun. 2024 )	/	( (Total Assets (Q: Dec. 2023 )	+	Total Assets (Q: Jun. 2024 ))	/ count )
	=	13.41	/	( (142.418	+	147.905)	/ 2 )
	=	13.41	/	145.1615
	=	9.24 %

Note: The Net Income data used here is two times the semi-annual (Jun. 2024) data.

In the article Joining The Dark Side: Pirates, Spies and Short Sellers, James Montier reported that In their US sample covering the period 1968-2003, Cooper et al find that firms with low asset growth outperformed firms with high asset growth by an astounding 20% p.a. equally weighted. Even when controlling for market, size and style, low asset growth firms outperformed high asset growth firms by 13% p.a. Therefore a company with fast asset growth may underperform.

Total Assets is linked to total revenue through Asset Turnover.

John Hancock Hedged Equity &ome Fund's Asset Turnover for the quarter that ended in Jun. 2024 is

	Asset Turnover
=	Revenue (Q: Jun. 2024 )	/	( (Total Assets (Q: Dec. 2023 )	+	Total Assets (Q: Jun. 2024 ))	/ count )
=	7.348	/	( (142.418	+	147.905)	/ 2 )
=	7.348	/	145.1615
=	0.05

Therefore, if a company grows its Total Assets faster than its Revenue, the Asset Turnover will decline. This might be a warning sign for the business.

John Hancock Hedged Equity &ome Fund Total Assets Related Terms

Thank you for viewing the detailed overview of John Hancock Hedged Equity &ome Fund's Total Assets provided by GuruFocus.com. Please click on the following links to see related term pages.

John Hancock Hedged Equity &ome Fund Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » John Hancock Hedged Equity & Income Fund (NYSE:HEQ) » Definitions » Total Assets

Comparable Companies

Traded in Other Exchanges

N/A

Address

200 Berkeley Street, Boston, MA, USA, 02116

Website

https://www.jhinvestments.com

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 also consisting of 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.

Executives

Dean Garfield	director	C/O JOHN HANCOCK, 200 BERKELEY STREET, BOSTON MA 02116
Noni L Ellison	director	TRACTOR SUPPLY, 5401 VIRGINIA WAY, BRENTWOOD TN 37027
Andy Mcfetridge	officer: Director of the Adviser	200 BERKELEY STREET, BOSTON MA 02116
Kristie Feinberg	officer: President & CEO of the Adviser	C/O JOHN HANCOCK, 200 BERKELEY STREET, BOSTON MA 02116
Lucinda M. Marrs	officer: Officer of Investment Adviser	280 CONGRESS STREET, BOSTON MA 02210
Jennifer N Berg	officer: Officer of Investment Adviser	280 CONGRESS STREET, BOSTON MA 02210
York Lo	officer: Vice President, Investments	C/O JOHN HANCOCK, 200 BERKELEY STREET, BOSTON MA 02116
Kathryn Hayes	other: Filer and Employee of the Fund	C/O JOHN HANCOCK, 200 BERKELEY STREET, BOSTON MA 02116
Patricia Lizarraga	director	C/O JOHN, 200 BERKELEY STREET, BOSTON MA 02116
Paul Lorentz	director	C/O JOHN HANCOCK, 200 BERKELEY STREET, BOSTON MA 02116
Arthur Pigott	officer: VP of the Adviser	C/O JOHN HANCOCK, 200 BERKELEY STREET, BOSTON MA 02116
Glen J Gibbons	officer: VP of the Adviser	C/O JOHN HANCOCK, 200 BERKELEY STREET, BOSTON MA 02116
Eunhak Bae	officer: Officer of Investment Adviser	280 CONGRESS STREET, BOSTON MA 02210
Gillian M Edgeworth	officer: Officer of Investment Adviser	280 CONGRESS STREET, BOSTON MA 02210
Daniel J Pozen	officer: Officer of Investment Adviser	280 CONGRESS STREET, BOSTON MA 02210