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Morningstar

JHancock Bond I JHBIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 13.77  /  0.13 %
  • Total Assets 20.9 Bil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.460%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 3.91%
  • Effective Duration 6.19 years

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis JHBIX

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

People Pillar

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

A solid core-plus offering.

Analyst

Summary

| by Saraja Samant

A persistent application of John Hancock Bond’s clear, value-driven approach by an experienced and well-rounded team leads to a Morningstar Analyst Rating of Silver for three of its cheapest share classes, followed by Bronze for the next three and Neutral for the most expensive share class.

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