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Morningstar

JHancock Bond C JHCBX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 13.49  /  +0.38 %
  • Total Assets 24.9 Bil
  • Adj. Expense Ratio
    1.470%
  • Expense Ratio 1.470%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.33%
  • Effective Duration 6.29 years

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis JHCBX

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

  • People Pillar

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

Attractive offering despite bouts of volatility.

Analyst Saraja Samant

Saraja Samant

Analyst

Summary

A persistent application of John Hancock Bond’s clear, value-driven approach by an experienced team headlines this core-plus offering.

by Saraja Samant
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JHCBX

More JHCBX 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

United States Treasury Bonds 4.75%

2.89 709.5 Mil
Government

United States Treasury Bonds 4.25%

2.31 566.1 Mil
Government

United States Treasury Notes 4.375%

2.27 556.0 Mil
Government

United States Treasury Bonds 4%

1.82 445.1 Mil
Government

United States Treasury Bonds 4.625%

1.70 416.9 Mil
Government

United States Treasury Bonds 3.375%

1.67 408.9 Mil
Government

United States Treasury Notes 4.625%

1.50 368.9 Mil
Government

United States Treasury Notes 4.125%

1.30 318.2 Mil
Government

United States Treasury Bonds 3%

0.96 236.1 Mil
Government

United States Treasury Notes 4%

0.79 192.8 Mil
Government