HTD News and Press, John Hancock Tax Advantaged Dividend Income Fund of Beneficial Interest From 11/13/19

Introduction Each month, I extract about a thousand mutual funds, exchange traded funds and closed end funds from Mutual Fund Observer, and rank them for Risk (MFO Risk, Ulcer Index, Category Performance During Recessions, Leverage, Debt Quality, Debt/Equity), Risk Adjusted Returns (MFO Rank...

Co-produced by Stanford Chemist . This article was originally published on October 13th, 2019. We recently dived into the benefits of capital gains in distributions, so it felt like an appropriate time to illustrate the often misunderstood return of capital (ROC). This is a commonly deb...

(Please note that this was first published to members of Yield Hunting on October 15) How To Read The Tables The headers are a bit confusing, so I wanted to go through them briefly to help make the lists more useful. Discount/Premium: The fund's current discount or premium as of the ...

This article was first published on October 9, 2019. John Hancock Tax-Advantaged Dividend Income Fund ( HTD ) has been one of the top-performing funds this year and personally, one of my largest holdings. There are three other John Hancock funds that also have performed incredibly well thi...

Note: This article was initially released to members 2 weeks ago. Weekly Closed-End Fund Roundup The Weekly Closed-End Fund Roundup will be put out at the start of each week to summarize recent price movements in closed-end fund [CEF] sectors in the last week, as well as to highli...

Co-produced by Stanford Chemist . This article was first released on September 24th, 2019. Dividend investing is a tried and true investment strategy that has become popular amongst many individuals of every flavor. These are cash payments that represent an investors equity stake in a com...

For income investors, closed-end funds, or CEFs, are an attractive investment class that offers high income generally in the range of 6%-10%, broad diversification in terms of a variety of asset classes, and market matching total returns in the long term if selected carefully and acquired at...

Cohen & Steers REIT & Preferred & Income Fund ( RNP ) has truly been a winner for 2019. The continued global uncertainty, trade war and dropping yields from safer alternatives have pushed this fund into the stratosphere. RNP has defied its historical trading range on every level, i...

This article was first released on September 20th, 2019. Please check the latest data before making investment decisions. Nuveen Real Asset Income And Growth Fund ( JRI ) is a closed-end fund that invests in a mix of equity and debt securities; it's primarily invested in infrastructure, ...

Rough Couple Sessions For HTD Data by YCharts After what could only be described as a launch in shares of John Hancock Tax-Advantaged Dividend Income Fund ( HTD ) beginning in August, the fund took a big hit over the last couple sessions: SA Essential Overheated Premium Whi...