John Hancock Tax Advantaged Div (HTD) Stock Analysis
Breakout setup · Inst Constrain edge
Financial Services · Asset Management
Hold if already holding. Not a fresh buy at $25.58, but acceptable to hold if already in. Reason: Near 52-week high (2.4% away).
John Hancock Tax-Advantaged Dividend Income Fund is a closed ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management and Analytic Investors, LLC. The fund invests in the public equity markets of... Read more
Hold if already holding. Not a fresh buy at $25.58, but acceptable to hold if already in. Reason: Near 52-week high (2.4% away). Chart setup: Golden cross, above all MAs, RSI 49, MACD bullish. Maintain position. Not compelling to add more. Score 6.1/10, moderate confidence.
Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Suitability: aggressive.
Thesis
Key Metrics
Quality Signals
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 ceiling hit
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Frequently Asked Questions
Hold if already holding. Not a fresh buy at $25.58, but acceptable to hold if already in. Reason: Near 52-week high (2.4% away). Chart setup: Golden cross, above all MAs, RSI 49, MACD bullish. Maintain position. Not compelling to add more. Target $25.46 (-0.5%), stop $24.60 (−4.0%), A.R:R 0.0:1. Score 6.1/10, moderate confidence.
Take-profit target: $25.46 (-0.5% upside). Target $25.46 (-0.5%), stop $24.60 (−4.0%), A.R:R 0.0:1. Stop-loss: $24.60.
Near 52-week high (2.4% away).
John Hancock Tax Advantaged Div trades at a P/E of 8.6 (forward N/A). TrendMatrix value score: 8.2/10. Verdict: Hold.
What does John Hancock Tax Advantaged Div do?John Hancock Tax-Advantaged Dividend Income Fund is a closed ended equity mutual fund launched and managed by John...
John Hancock Tax-Advantaged Dividend Income Fund is a closed ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management and Analytic Investors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors, with an emphasis on the utilities sector. The fund primarily invests in dividend-paying common and preferred stocks of companies which have dividends that qualify for a more favorable long-term capital gains tax rate. It invests in stocks of companies across diversified market capitalizations. The fund benchmarks the performance of its portfolio against a composite benchmark comprised of 55% Bank of America Merrill Lynch Preferred Stock DRD Eligible Index and 45% S&P 500 Utilities Index. John Hancock Tax-Advantaged Dividend Income Fund was formed on February 27, 2004 and is domiciled in the United States.