JHCBJohn Hancock Corporate Bond ETF

Get income5y track recordRanked #648 of 1,622 in this goal

Seeks a high level of current income consistent with prudent investment risk.

By John Hancock · Launched 2021

Annual Cost

0.29%

#1,391 of 5,562 · low cost

Fund Size

$107M

#2,866 of 5,562 · mid-size

Dividend YieldGoal

4.95%

Track Record

5 years

#2,338 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$10,558+5.6%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

Focus

ESG

What it actually holds

By weight

Concentration

Top 10 holdings = 15.6% of fund✓ well diversified

Bank of America Corporation

2.0%

Microsoft Corporation

1.8%

Amazon.com Inc.

1.8%

Eli Lilly and Company

1.5%

The Southern Company

1.5%

The Charles Schwab Corporation

1.5%

Truist Financial Corporation

1.4%

Wells Fargo and Company

1.3%

Apple Inc.

1.3%

Meta Platforms Inc.

1.3%

Asset allocation

Bonds

95.7%

Preferred

2.1%

Convertible

1.8%

Cash

0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

4.4%Low

Year-on-year price swings

Max drawdown

-22.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.40Below average

Sortino (3Y)

0.57Moderate downside risk

Bond profile

Duration

5.0 years

Avg maturity

9.6 years

Credit ratings

AAA

2.3%

11.3%

23.2%

BBB

63.2%

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks a high level of current income consistent with prudent investment risk.
Strategy: Actively managed ETF investing primarily in investment-grade corporate bonds. Focuses on bottom-up security selection and industry allocation, considering ESG factors and market conditions.
Inception date: March 30, 2021
Fund family: John Hancock