Morningstar

John Hancock Bond Fund Class R4 JBFRX

Morningstar Medalist Rating
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Medalist Rating as of See John Hancock Investment Hub
  • NAV / 1-Day Return $13.02  /  −0.15 %
  • Fund Size $25.0B
  • Adjusted Expense Ratio 0.600%
  • Net Expense Ratio 0.600%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Medium
  • Morningstar Category Intermediate Core-Plus Bond
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 4.77%
  • Average Effective Duration 5.87 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis JBFRX

Will JBFRX outperform in the 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 JBFRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A sensible core-plus offering.

Analyst Saraja Samant

Saraja Samant

Analyst

Summary

A seasoned team, thoughtful succession planning, and a proven credit-driven approach give John Hancock Bond a durable foundation.

by Saraja Samant
Rated on Published on

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Portfolio Holdings JBFRX

More JBFRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 5%

2.47 638M
Government

United States Treasury Bonds 4.875%

1.38 357M
Government

United States Treasury Bonds 4.75%

1.25 322M
Government

United States Treasury Bonds 4.75%

0.97 251M
Government

United States Treasury Bonds 2%

0.96 247M
Government

United States Treasury Bonds 5%

0.81 208M
Government

United States Treasury Bonds 1.375%

0.79 204M
Government

United States Treasury Bonds 1.625%

0.68 175M
Government

United States Treasury Bonds 4.625%

0.58 149M
Government

United States Treasury Bonds 4.625%

0.56 146M
Government

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