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JMBNX JHancock Short Duration Credit Opps NAV

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Fund JMBNX JHancock Short Duration Credit Opps NAV CAMBX Cincinnati AMFs Broad Market Strat Inc  
100% 87%
Annual Fees
(0.74% Exp. Ratio)
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$14,877.60 $15,287.65
Est. savings over 30 yrs +$410.06
As of 9/30/16
1 YR RETURN 5.81%
3 YR 2.19%
5 YR 3.82%
10 YR --
1 YR RETURN 6.48%
3 YR 4.59%
5 YR --
10 YR --
The investment seeks to maximize total return. The fund will normally invest in a portfolio of fixed-income securities. Under normal circumstances, it will invest at least 80% of its assets in bonds and related investments and maintain an average portfolio duration of approximately three years or less. The fund may invest in securities of any duration and maturity. Duration is an approximate measure of the sensitivity of a fixed-income security to interest-rate risk.
The investment seeks to achieve a high level of income consistent with a secondary goal of preservation of capital. The fund seeks to achieve its investment objective by investing primarily in a broad market of securities that the Adviser believes are undervalued. The fund's investment adviser defines "broad market" as the span of credit qualities and market capitalizations of the overall market that it will consider for purchase for the fund. The average maturity of the fixed-income securities in the fund's portfolio will generally range from 6 to 8 years, and will not exceed a targeted maturity or average workout date of 10 years.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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