John Hancock Investment Grade Bond Fund Class I TIUSX

Howard Greene, co-head of Manulife’s US core and core-plus fixed income group and one of the longest tenured managers on John Hancock Investment Grade Bond and John Hancock Bond will retire in December 2027. Greene joined the firm in 2002 and has co-led these strategies since 2002 and 2003, respectively. Jeffrey Given, the funds’ co-lead and co-head of the fixed income group, who has managed both strategies alongside Greene for more than two decades, will continue as the lead manager. Thoughtful succession planning alleviates any concerns about Greene’s departure. The team favors promoting talent from within. Three managers, each with at least 15 years of industry experience, support Given. Pranay Sonalkar and Connor Minnaar, both longtime analysts, rose to comanagers in 2021 and 2022, respectively. The most recent addition was in April 2025, when the firm promoted Spencer Godfrey to comanager; he’s a 30-plus-year veteran and was previously the head of developed market credit research. The managers will continue to draw on a deep supporting crew, including 14 credit analysts, 10 of whom have more than a decade of experience, and five securitized analysts, each with at least 13 years of experience. Given the smooth succession plan and robust supporting resources, the strategies retain their Above Average People rating and overall Morningstar Medalist Ratings across share classes.