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JHancock Mortgage Backed Sec ETF JHMB

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub

Morningstar’s Analysis JHMB

Will JHMB outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JHMB’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the JHMB management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of JHMB’s parent organization’s priorities and whether they’re in line with investors’ interests.

JHancock Mortgage Backed Sec ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers. The strategy changed its peer group last September, moving from the Intermediate Core Bond category to the Intermediate Core-Plus Bond Morningstar Category.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JHMB

More JHMB Holdings
  • Current Portfolio Date
  • Equity Holdings 1
  • Bond Holdings 173
  • Other Holdings 1
  • % Assets in Top 10 Holdings 18.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Long Bond(Cbt) Mar24 Xcbt 20240319

3.93
1,394,250
Government

Jh Ctf

3.49
1,238,577
—

Federal Home Loan Mortgage Corp. 4.5%

2.32
824,312
Securitized

Federal Home Loan Mortgage Corporation 2%

1.70
602,590
Securitized

Fnma Pass-Thru I 2%

1.30
462,186
Securitized

Fnma Pass-Thru I 2%

1.30
459,861
Securitized

Federal Home Loan Mortgage Corp. 2%

1.27
449,365
Securitized

Fnma Pass-Thru I 2.5%

1.21
430,148
Securitized

Fnma Pass-Thru I 2.5%

1.19
423,652
Securitized

Fnma Pass-Thru I 2%

1.15
409,306
Securitized