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JH Diversified Income Fund SEC Filings

HEQ NYSE

Welcome to our dedicated page for JH Diversified Income Fund SEC filings (Ticker: HEQ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Finding leverage details or distribution coverage ratios inside JH Diversified Income Fund’s dense N-CSR reports can feel like decoding another language. HEQ’s multimanager structure produces footnotes on derivatives, portfolio hedges, and tax characteristics that stretch well beyond what most equity investors see in a standard 10-K. Missing a single line on managed distributions or Board-approved leverage limits could disrupt your income thesis.

Stock Titan turns that problem on its head. Our AI reads every filing—whether it’s an HEQ annual report 10-K simplified (filed as N-CSR), a JH Diversified Income Fund quarterly earnings report 10-Q filing (mirrored in NPORT-P data), or an unexpected HEQ 8-K material events explained disclosure—and surfaces what matters in plain English. Real-time alerts flag HEQ insider trading Form 4 transactions; interactive summaries connect NAV movements to sector allocation shifts; and key tables are auto-tagged so you can jump straight to distribution sources rather than scrolling through hundreds of pages.

Use the platform to:

  • Track HEQ Form 4 insider transactions real-time and spot buying or selling by trustees
  • Compare leverage ratios quarter-over-quarter with our HEQ earnings report filing analysis
  • Dive into “why” behind payout levels via HEQ SEC filings explained simply summaries
  • Review HEQ proxy statement executive compensation data without wading through legal jargon

Whether you’re monitoring sector rotation, assessing distribution sustainability, or seeking understanding HEQ SEC documents with AI, Stock Titan delivers every disclosure, every update—instantly clarified.

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FAQ

What is the current stock price of JH Diversified Income Fund (HEQ)?

The current stock price of JH Diversified Income Fund (HEQ) is $10.38 as of August 1, 2025.

What is the market cap of JH Diversified Income Fund (HEQ)?

The market cap of JH Diversified Income Fund (HEQ) is approximately 126.9M.

What is the primary objective of JH Diversified Income Fund?

The fund aims to provide total return by delivering a mix of current income and long-term capital appreciation through diversified investments.

How does the fund manage risk in its portfolio?

Risk is managed by diversifying investments across various sectors and employing a multimanager approach with rigorous oversight and analysis.

What is the significance of the multimanager strategy used by the fund?

The multimanager model allows the fund to leverage specialized expertise from different portfolio teams, ensuring that investments are closely monitored and managed in line with set criteria.

How are distributions handled by the JH Diversified Income Fund?

The fund follows a fixed quarterly distribution plan, ensuring a consistent income stream for investors as part of its managed distribution strategy.

Which sectors does the fund invest in?

The fund invests in a broad range of sectors including financials, consumer discretionary, information technology, energy, healthcare, materials, real estate, and consumer staples.

How does the fund differentiate itself in the competitive market?

By combining a diversified investment strategy with a multimanager approach and rigorous risk management practices, the fund establishes a distinct position in the market.

What type of investors might consider this fund?

Investors seeking regular income distributions alongside balanced exposure to a diversified portfolio, which aims to provide both current income and opportunities for capital appreciation, may find this fund appealing.
JH Diversified Income Fund

NYSE:HEQ

HEQ Rankings

HEQ Stock Data

126.86M
12.09M
0.11%
34.68%
0.05%
Asset Management
Financial Services
Link
United States
Boston