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Morningstar

JHancock Investment Grade Bond A TAUSX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 9.28  /  0.01 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.91%
  • Effective Duration 6.22 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis TAUSX

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

People Pillar

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

Strong team and consistent approach headline this core bond offering.

Analyst

Summary

| by Saraja Samant

A persistent application of John Hancock Investment Grade Bond's clear, value-driven approach by an experienced and well-rounded team leads to a Morningstar Analyst Rating of Bronze for its cheaper share classes and Neutral for the more expensive share classes.

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