Leveraging the same team and process as Allspring Core Bond MBFIX, John Hancock Funds II Core Bond employs a sensible approach, but longtime lead manager Thomas O’Connor’s departure still looms. The strategy earns a Morningstar Analyst Rating of Neutral across both share classes.
JHFunds2 Core Bond NAV JHCDX
NAV / 1-Day Return
10.86
/
0.27
%
Total Assets
1.6 Bil
Adj. Expense Ratio
0.610%
Expense Ratio
0.610%
Fee Level
Average
Longest Manager Tenure
4.88
years
Category
Intermediate Core Bond
Credit Quality / Interest Rate Sensitivity
Medium / ModerateMin. Initial Investment
0
Status
Open
TTM Yield
2.14%
Effective Duration
6.53
years
Morningstar’s Fund Analysis JHCDX
Will JHCDX 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 JHCDX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JHCDX 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 JHCDX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This management team is still coming into its own.
