Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
4.96% -- -- 13.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-- 3.29%

Basic Info

Investment Strategy
The Fund seeks to generate a return comprised of both current income and capital appreciation. The fund is a non-diversified fund. Under normal market conditions, it invests at least 80% of its net assets, plus any borrowings for investment purposes, in asset-backed securities - related investments.
General
Security Type Unlisted Closed-End Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global USD
Peer Group General Bond Funds
Global Macro Bond Global
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective General Bond Funds
Fund Owner Firm Name John Hancock Group
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
No Data Available
1 Month
% Rank: --
-284.69M Peer Group Low
1.339B Peer Group High
1 Year
% Rank: --
-472.92M Peer Group Low
17.43B Peer Group High
3 Months
% Rank: --
-120.85M Peer Group Low
5.278B Peer Group High
3 Years
% Rank: --
-12.12B Peer Group Low
20.54B Peer Group High
6 Months
% Rank: --
-1.552B Peer Group Low
6.972B Peer Group High
5 Years
% Rank: --
-1.285B Peer Group Low
55.10B Peer Group High
YTD
% Rank: --
-120.85M Peer Group Low
5.278B Peer Group High
10 Years
% Rank: --
-1.808B Peer Group Low
84.74B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
7.30%
0.41%
6.45%
6.43%
5.95%
0.73%
14.17%
13.59%
10.53%
0.85%
--
--
6.75%
-7.70%
13.71%
8.80%
6.56%
1.50%
--
--
5.86%
-14.96%
20.50%
9.80%
3.87%
-0.17%
7.59%
5.92%
6.66%
-4.48%
18.94%
11.51%
6.32%
-1.09%
As of April 10, 2026.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (4-8-26) 7.08%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 86
Bond
Yield to Maturity (1-31-26) 8.48%
Effective Duration 3.80
Average Coupon 8.81%
Calculated Average Quality 4.261
Effective Maturity 16.41
Nominal Maturity 16.41
Number of Bond Holdings 72
As of January 31, 2026

Asset Allocation

As of January 31, 2026.
Type % Net
Cash -36.74%
Stock 0.00%
Bond 136.1%
Convertible 0.00%
Preferred 0.00%
Other 0.65%
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Top 10 Holdings

Name % Weight Price % Change
State Street US Government Money Market Fund Prem 16.69% 1.00 0.00%
USD Cash
3.90% -- --
CVC CORDATUS LOAN FUND DAC 26R FR SEQ FLT 10.366% 15-JAN-2038
3.39% -- --
CARLYLE GLOBAL MARKET STRATEGIES EURO CLO LIMITED 152RR ER SEQ FLT 11.008% 10-NOV-2035
3.29% -- --
CARLYLE EURO CLO DAC 251 A1 SEQ FLT 3.22326% 16-AUG-2038
3.28% -- --
Trafalgar Finance Designated Activity Co FRN 9.879% 30-Apr-2047
3.28% -- --
FREDDIE MAC STACR REMIC TRUST 21HQA1 B2 FLT 8.87419% 25-AUG-2033
3.25% -- --
FREDDIE MAC STACR REMIC TRUST 2020-HQA3 FREDMACK 08/25/2033 N/A Corporate 144A 3.15% 124.38 -0.01%
FREDDIE MAC STACR REMIC TRUST 20HQA5 B2 FLT 11.27419% 25-NOV-2050
3.09% -- --
FREDDIE MAC STACR REMIC TRUST 21DNA1 B2 FLT 8.62419% 25-JAN-2051
3.08% -- --

Fees & Availability

Fees
Actual 12B-1 Fee 0.75%
Actual Management Fee 1.35%
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 1000.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund seeks to generate a return comprised of both current income and capital appreciation. The fund is a non-diversified fund. Under normal market conditions, it invests at least 80% of its net assets, plus any borrowings for investment purposes, in asset-backed securities - related investments.
General
Security Type Unlisted Closed-End Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global USD
Peer Group General Bond Funds
Global Macro Bond Global
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective General Bond Funds
Fund Owner Firm Name John Hancock Group
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (4-8-26) 7.08%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 86
Bond
Yield to Maturity (1-31-26) 8.48%
Effective Duration 3.80
Average Coupon 8.81%
Calculated Average Quality 4.261
Effective Maturity 16.41
Nominal Maturity 16.41
Number of Bond Holdings 72
As of January 31, 2026

Fund Details

Key Dates
Launch Date 1/21/2025
Last Annual Report Date 10/31/2025
Last Prospectus Date 1/13/2025
Share Classes
ABABX A
ABSBX Inst
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund Yes
Socially Responsible Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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