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Nasdaq - Delayed Quote USD

JHancock Opportunistic Fixed Inc A (JABWX)

12.12
+0.02
+(0.17%)
At close: 8:01:15 PM EDT

Fund Summary

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in fixed-income instruments. Fixed income instruments include, but are not limited to the following securities, which may be denominated in U.S. dollars or foreign currencies: sovereign debt, inflation-linked bonds, corporate and high yield credit (also known as "junk bonds"), securitized debt, bank loans and floating rate loans and emerging markets debt, convertible and hybrid securities.

JHancock Opportunistic Fixed Inc A

Boston MA 02210
601 Congress Street

Fund Overview

Category World Bond
Fund Family John Hancock
Net Assets 126.21M
YTD Return 2.55%
Yield 1.95%
Morningstar Rating
Inception Date Jun 07, 2021

Fund Operations

Last Dividend 0.24
Last Cap Gain -75.00
Holdings Turnover 90.00%
Average for Category --

Fees & Expenses

Expense JABWX Category Average
Annual Report Expense Ratio (net) 1.17% 0.90%
Prospectus Net Expense Ratio 1.17% --
Prospectus Gross Expense Ratio 1.36% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 4.00%
Max Deferred Sales Load -- 1.41%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Brij S. Khurana, Lead Manager since February 28, 2020
Brij S. Khurana Managing Director and Portfolio Manager，Managed fund since 2020 Brij is a portfolio manager within Investment Boutiques. He manages global total return and unconstrained fixed income portfolios. Prior to joining Wellington Management Company LLP , Brij was a senior vice president and portfolio manager at Pacific Investment Management Company (PIMCO), where he managed core, unconstrained, and multi-credit fixed income portfolios. He started his professional career trading structured products at Goldman, Sachs & Co. Brij received his MBA from Harvard Business School (2011) and a BA in economics from Princeton University (2007), with honors.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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