Morningstar

John Hancock Short Duration Municipal Opportunities Fund Class C JHSHX

Morningstar Medalist Rating
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Medalist Rating as of See John Hancock Investment Hub
  • NAV / 1-Day Return $10.02  /  0.00
  • Fund Size $329.4M
  • Adjusted Expense Ratio 1.360%
  • Net Expense Ratio —
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Muni National Short
  • Fixed-Income Style Box (Funds) —
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 2.56%
  • Average Effective Duration 3.68 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis JHSHX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

JHancock Short Dur Muncpl Opps Fd C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings JHSHX

More JHSHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Jh Ctf

2.18 6M
Cash and Equivalents

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

1.87 5M
municipal

E 470 PUB HWY AUTH COLO REV 3.152%

1.68 4M
municipal

SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN INTL ARPT REV 5%

1.61 4M
municipal

MASSACHUSETTS ST PORT AUTH REV 5%

1.37 4M
municipal

WEST VIRGINIA ECONOMIC DEV AUTH SOLID WASTE DISP FACS REV 3.75%

1.31 3M
municipal

MASSACHUSETTS ST DEV FIN AGY SOLID WASTE DISP REV 1.25%

1.24 3M
municipal

OREGON ST DEPT ADMINISTRATIVE SVCS LOTTERY REV 5%

1.20 3M
municipal

CUMBERLAND CNTY N C INDL FACS & POLLUTN CTL FING AUTH SOLID WASTE DISP REV

1.03 3M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.25%

1.02 3M
municipal

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