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Morningstar

JHancock Income R6 JSNWX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 5.70  /  −0.16 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.420%
  • Expense Ratio 0.420%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 3.89%
  • Effective Duration 5.20 years

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis JSNWX

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

  • People Pillar

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

A new management era.

Strategist Maciej Kowara

Maciej Kowara

Strategist

Summary

JHancock Income embarked on a new era in March 2023, when longtime manager Dan Janis retired and Chris Chapman, a comanager of this fund since 2017, took over. Chapman will have to build his own record but has a veteran, albeit not large, multisector team to draw on and the extensive global resources of Manulife, John Hancock's parent company.

by Maciej Kowara
Rated on Published on

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Portfolio Holdings JSNWX

More JSNWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 2.875%

2.77 48.6 Mil
Government

United States Treasury Notes 2.75%

2.57 45.0 Mil
Government

United States Treasury Notes 1.875%

2.50 43.8 Mil
Government

United States Treasury Notes 3.5%

2.15 37.7 Mil
Government

Jh Ctf

1.83 32.1 Mil
Cash and Equivalents

United States Treasury Bonds 2%

1.79 31.4 Mil
Government

Japan (Government Of) 0.005%

1.17 20.5 Mil
Government

Federal Home Loan Mortgage Corp. 5.5%

1.00 17.5 Mil
Securitized

HCA Inc. 3.5%

0.97 16.9 Mil
Corporate

Skymiles IP Ltd. & Delta Air Lines Inc. 4.75%

0.96 16.8 Mil
Corporate