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Morningstar

JHFunds2 Core Bond NAV JHCDX

Morningstar Analyst Rating
Analyst rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 11.19  /  0.89 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 0.610%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.32%
  • Effective Duration 6.20 years

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 12:39 AM GMT+00:00

Morningstar’s 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.

Senior Analyst

Summary

| by R.J. D'Ancona

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.

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