Investor Summary

The John Hancock Bond Fund is managed by experienced portfolio managers Howard C. Greene and Jeffrey N. Given, both bringing over 15 years of tenure to their roles. The fund operates under the stewardship of John Hancock Investment Management LLC, headquartered in Boston and part of the broader Manulife organization. With $27.15 billion in assets under management as of January 27, 2026, the fund represents one of the larger actively managed bond mutual funds in the marketplace. The management team leverages this scale to access diverse fixed-income markets efficiently while maintaining competitive expense ratios. The fund has celebrated over 50 years of operation, with Class I shares specifically launched in 2001, demonstrating the durability of the investment approach across multiple market cycles. The experienced management team and substantial organizational resources provide institutional investors with confidence in the fund's ability to navigate complex fixed-income environments.

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Fund Strategy

The John Hancock Bond Fund employs an intermediate core-plus bond strategy designed to seek high current income consistent with prudent investment risk. The fund's approach allows portfolio managers to invest across a broad universe of fixed-income securities, including high-quality corporate bonds, securitized products, and opportunistic investments in other fixed-income sectors. With over 50 years of experience, the fund maintains a disciplined focus on income generation while managing interest rate and credit risks through diversification across 1,140 holdings. The core-plus strategy provides flexibility to adapt to changing market conditions while preserving capital and delivering consistent income streams to investors. The fund's active management approach, evidenced by a 100% portfolio turnover rate, allows for tactical positioning to capitalize on market opportunities and manage evolving risk exposures.

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FUND PERFORMANCE AS OF

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
6.6% 1.0% 7.7%