Investing Center Preview – Manage your investments and watch your net worth grow.


John Hancock Funds Short Duration Credit Opportunities Fund Class A – JMBAX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
10.10-0.01 (-0.10%)10.09 - 10.340.0

Market data as of 6:05PM 09/30/14. Quotes are delayed by at least 15 min.

Overview - JMBAX

The investment seeks to maximize total return. The fund normally invests in a diverse portfolio of fixed-income securities. It invests at least 80% of its assets in bonds and related investments and maintains an average portfolio duration of three years or less. The fund may invest in securities of any credit rating (including unrated securities) and may invest without limit in higher risk, below-investment-grade debt securities. It normally maintains an average portfolio duration of approximately three years or less. However, the fund may invest in securities of any duration and maturity.

Growth of $10,000 (10 Years)

Total Return4.57%
Yield (Trailing 12 Mo.)3.06%
Expense Ratio4.63%
Front Load2.50%
Deferred LoadNone
Minimum Investment$1,000
Management Tenure5 Years
Fund Inception10/30/2009

Trailing Total Returns - JMBAX

as of 08/31/2014
TimeframeJMBAXS&P 500Nontraditional Bond
1 Month0.24%4.00%0.03%
3 Month0.43%4.68%0.29%
1 Year4.95%25.25%3.98%
3 Year4.57%20.61%3.52%
5 Year--16.88%4.95%
10 Year--8.38%4.42%
Since Inception4.57%10.69%--

Sector Allocation - JMBAX

as of 08/31/2014
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Asset Allocation - JMBAX

as of 08/31/2014
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond59.73
Total Net Assets$1.48B
Total Stock Holdings5
Total Bond Holdings718

Top Ten Holdings - JMBAX

as of 08/31/2014
CompanyYTD Return% of Assets
Us 10yr Note (Cbt)sep14 Xcbt 20140919--22.98%
Bp3a1jvd6 Cds Usd P F 1.00000 2 Ccpcdx5904580020--13.30%
Bp3a1jvd6 Cds Usd R V 00mevent 1 Ccpcdx 2i65bycy9--13.08%
Us Long Bond(Cbt) Sep14 Xcbt 20140919--10.67%
Bp3a1jva2 Cds Usd P F 5.00000 2 Ccpcdx 36743799--6.58%
Bp3a1jva2 Cds Usd R V 00mevent 1 Ccpcdx 2i65brjw1--6.15%
Us 5yr Note (Cbt) Sep14 Xcbt 20140930--4.98%
Us 2yr Note (Cbt) Sep14 Xcbt 20140930--3.32%
Russian Federation 7.5%--1.05%
Citigroup Mtg Ln Tr 2013-2 FRN--0.76%

Valuation & Growth - JMBAX

as of 08/31/2014
ValuationJMBAXCategory Range
Price/Cash Flow--
Dividend Yield3.59
LT Earnings6.44
Historical Earnings
Sales Growth-6.03
Cash-Flow Growth-22.85
Book-Value Growth3.41
Key:  Lo 

Morningstar Summary - JMBAX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Key:  Lo 

Tax Analysis - JMBAX, 3 Year Avg

Pretax Return4.57%
Tax-adjusted Return2.18%
Tax Cost Ratio1.45%
Potential Cap Gains0.15%

Create an Online Investing Center Account After Purchasing Premier

Create an Account

Track your Investing Portfolio wherever you use the web.
New charts and graphs make managing your investments easy.
Evaluate stocks with step-by-step tools such as One-Click Scorecard, which lets you analyze investments based on leading strategies such as Robert Hagstrom's The Warren Buffet Way.

Track Your Portfolio Performance Online With Flexible Tools

Portfolio Performance

Track the performance of any of your portfolios.
Chart your portfolio and compare it to up to 10 other stocks, mutual funds, or benchmarks.
Analyze individual holding performance grouped by asset class.

Assess Your Risk vs. Return Potential Against Multiple Models

Risk vs. Return

Get detailed analysis of the risks and returns for all of your portfolios.
Compare your portfolio's asset allocation to the model portfolio of your choice.
Optimize your portfolio by maintaining the most efficient ratio of risk to returns with your asset allocation.

Assess Your Sector Exposure for One or More Portfolio Holdings

Sector Exposure

See the sector distribution of your portfolio and compare it to the model portfolio of your choice.
Read a concise summary of the areas where your portfolio differs most from the model.
Review a detailed sector breakdown for all assets in your portfolio.

Check Your Portfolios for Holding Overlap and View Options for Changes

Holdings Overlap

Select a portfolio to see how its holdings overlap with all of your holdings or a specific portfolio.
The Top 10 Holdings takes into account mutual fund assets giving you a clear idea of your exposure to an individual security.

Set Alerts to Monitor Your Portfolios

Portfolio Alerts

Select the portfolios or watchlists to monitor market changes throughout the day.
Set alerts when the value rises or falls to a specific level, or when the percent change is greater than the specified amount.

Track Security Performance by Using Symbol Alerts

Stock Alerts

Receive alerts on Stocks, Mutual Funds, ETFs, and Indices by entering a symbol.
Customize alerts by price, volume, or specific events like dividends, splits or earnings.

Proprietary One-Click Scorecard Methodology Provides In-Depth Company Analysis

One-Click Scorecard

Get opinions and detailed analysis from multiple independent sources.
Evaluate potential investment candidates and eliminate those equities that aren't up to snuff.
Learn more about the criteria and see how the company measures up in each category against its industry average.

Analyze Companies by Evaluating Various Company Fundamentals

Stock Evaluator

Assess the growth, financial health, management performance, market multiples and intrinsic value of a company.
Compare each fundamental against the industry average and learn more about what performance in each fundamental means.