Company Description
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.
| Country | United States |
| Founded | 2004 |
| Industry | Asset Management |
| Sector | Financials |
| CEO | Dennis M. Bein C.F.A. |
Contact Details
Address: 197 Clarendon Street Boston, Massachusetts 02116 United States | |
| Phone | 617 375 1500 |
| Website | jhinvestments.com |
Stock Details
| Ticker Symbol | HTD |
| Exchange | NYSE |
| Reporting Currency | USD |
| CIK Code | 0001260041 |
| CUSIP Number | 41013V100 |
| ISIN Number | US41013V1008 |
Key Executives
| Name | Position |
|---|---|
| Joseph H. Bozoyan C.F.A., CFA | Portfolio Manager |
| Dr. Harindra de Silva C.F.A. | Portfolio Manager |
| Megan Miller C.F.A., CFA | Portfolio Manager |
| Bradley Lutz CFA | Portfolio Manager |
| Dennis M. Bein C.F.A. | Portfolio Manager |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Dec 12, 2024 | DEF 14A | Other definitive proxy statements |
| Sep 27, 2024 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Aug 5, 2024 | N-PX | Annual Report of proxy voting record of management investment companies |
| Jul 3, 2024 | N-CSRS | Filing |
| Jun 28, 2024 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Mar 29, 2024 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Feb 2, 2024 | 40-17G | Filing |
| Jan 10, 2024 | N-CEN | Filing |
| Dec 28, 2023 | NPORT-P | Monthly Portfolio Investments Report on Form N-PORT (Public) |
| Dec 26, 2023 | N-CSR | Filing |