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Morningstar

JHancock Strategic Income Opps C JIPCX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 9.49  /  0.01 %
  • Total Assets 3.2 Bil
  • Adj. Expense Ratio
    1.760%
  • Expense Ratio 1.760%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.83%
  • Effective Duration 5.15 years

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:21 PM GMT+0

Morningstar’s Analysis JIPCX

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

People Pillar

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

Strength in JHancock Strategic Income Opps C's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JIPCX

More JIPCX Holdings
  • Current Portfolio Date
  • Equity Holdings 2
  • Bond Holdings 432
  • Other Holdings 37
  • % Assets in Top 10 Holdings 11.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 2.875%

2.47
83,830,866
Government

United States Treasury Bonds 3%

1.42
48,080,155
Government

United States Treasury Notes 3.5%

1.39
47,209,294
Government

Jh Collateral

1.27
42,970,496
Cash and Equivalents

United States Treasury Notes 2.75%

1.12
38,138,844
Government

United States Treasury Notes 1.5%

0.98
33,156,778
Government

The Republic of Korea 2.375%

0.86
29,087,723
Government

HCA Inc. 3.5%

0.84
28,401,328
Corporate

Skymiles Ip Limited & Delta Air Lines Incorporated 4.75%

0.83
28,128,708
Corporate

Secretaria Tesouro Nacional 10%

0.81
27,600,932
Government