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JHMBJohn Hancock Mortgage Backed Securities ETF

Get income4y track recordRanked #601 of 1,650 in this goal

Seeks a high level of current income while aiming to outperform the benchmark over a market cycle.

By John Hancock · Launched 2021

Annual Cost

0.39%

#1,918 of 5,861 · low cost

Fund Size

$201M

#2,350 of 5,861 · mid-size

Dividend YieldGoal

4.75%

Track Record

4 years

#2,390 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,411+4.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 10.2% of fundwell diversified

JH COLLATERAL
4.3%
FNMA TBA 30 YR 3 SINGLE FAMILY MORTGAGE
0.8%
Fannie Mae Pool
0.7%
FNMA TBA 30 YR 5.5 SINGLE FAMILY MORTGAGE
0.7%
NY COMMERCIAL MORTGAGE TRUST 2 NY 2025 299P A 144A
0.7%
Fannie Mae Pool
0.6%
Fannie Mae Pool
0.6%
Fannie Mae Pool
0.6%
HOUSTON GALLERIA MALL TRUST 20 HGMT 2025 HGLR A 144A
0.6%
FREDDIE MAC POOL FR 07/52 FIXED 4
0.6%

Asset allocation

Bonds
97.8%
Cash
2.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.8%Low

Year-on-year price swings

Max drawdown
-14.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.20Below average
Sortino (3Y)
0.29Moderate downside risk

Bond profile

Duration

4.4 years

Avg maturity

9.4 years

Credit ratings

AAA
15.1%
AA
62.2%
A
4.2%
BBB
12.3%
BB
3.8%
Other
2.5%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks a high level of current income while aiming to outperform the benchmark over a market cycle.
Strategy
Actively managed ETF investing primarily in mortgage-backed securities issued or guaranteed by U.S. governmental entities. Focuses on bottom-up sector allocation and security selection to find undervalued securities. Limits investments in below investment-grade securities to 20% of net assets.
Inception date
August 18, 2021
Fund family
John Hancock

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Data updated on 2026-08-04