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Morningstar

JHancock Strategic Income Opps NAV JHSEX

Morningstar Analyst Rating
Quantitative rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 9.99  /  0.61 %
  • Total Assets 3.8 Bil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.640%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 4.24%
  • Effective Duration 4.57 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 12:16 AM GMT+00:00

Morningstar’s Analysis JHSEX

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

People Pillar

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

Summary

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Strength in JHancock Strategic Income Opps NAV's Process Pillaris partially offset by an Average People Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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