Morningstar

John Hancock Income Fund Class I JSTIX

Morningstar Medalist Rating
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Medalist Rating as of See John Hancock Investment Hub
  • NAV / 1-Day Return $5.72  /  −0.17 %
  • Fund Size $1.6B
  • Adjusted Expense Ratio 0.520%
  • Net Expense Ratio 0.510%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Multisector Bond
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 4.69%
  • Average Effective Duration 4.56 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis JSTIX

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

  • People Pillar

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

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Morningstar Automated Analysis

Summary

JHancock Income I holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings JSTIX

More JSTIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 2%

2.15 35M
Government

United States Treasury Notes 2.75%

1.46 24M
Government

United States Treasury Notes 1.875%

1.34 22M
Government

Korea (Republic Of) 3.375%

1.25 20M
Government

United Kingdom (Government Of) 4%

1.22 20M
Government

Jh Ctf

1.21 20M
Cash and Equivalents

Japan (2 Year Issue) Bonds 12/26 0.6

1.16 19M
Government

United States Treasury Notes 4.25%

1.07 17M
Government

Secretaria Do Tesouro Nacional 10%

1.03 17M
Government

New Zealand (Government Of) 4.25%

0.81 13M
Government

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