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JHancock Preferred Income ETF JHPI

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

Morningstar’s Analysis JHPI

Will JHPI 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 JHPI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JHPI 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 JHPI’s parent organization’s priorities and whether they’re in line with investors’ interests.

JHancock Preferred Income ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JHPI

More JHPI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JH Educational Technology Inc

2.81 1.2 Mil
Consumer Defensive

Energy Transfer LP 6.625%

2.43 995,609
Corporate

NextEra Energy Inc Unit ( 6.926% Corporate Units 01/09/2025)

1.72 705,288
Utilities

Citigroup Capital XIII Floating Rate Trust Pfd Secs Registered 2010-30.10.4

1.71 701,067
Financial Services

Edison International 5.375%

1.51 618,356
Corporate

Algonquin Power & Utilities Corporation 0%

1.50 614,775
Corporate

The Toronto-Dominion Bank 8.125%

1.48 605,678
Corporate

Athene Holding Ltd FXDFR PRF PERPETUAL USD 25 - Ser E 1/1000th Int

1.42 583,212
Financial Services

Vistra Corp 8%

1.39 571,498
Corporate

PNC Financial Services Group Inc. 6.2%

1.39 568,758
Corporate