Morningstar

John Hancock Short Duration Municipal Opportunities Fund Class A JHSFX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 9.88  /  +0.10 %
  • Total Assets 277.4M
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio —
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Muni National Short
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.34%
  • Effective Duration 3.45 years

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 3:30 AM GMT+0

Morningstar’s Analysis JHSFX

Will JHSFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JHSFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JHSFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JHSFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

JHancock Short Dur Muncpl Opps Fd A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings JHSFX

More JHSFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Jh Ctf

2.26 5M
Cash and Equivalents

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

2.20 5M
municipal

E 470 PUB HWY AUTH COLO REV 3.138%

1.95 4M
municipal

WEST VIRGINIA ECONOMIC DEV AUTH SOLID WASTE DISP FACS REV 3.75%

1.52 3M
municipal

MASSACHUSETTS ST DEV FIN AGY SOLID WASTE DISP REV 1.25%

1.43 3M
municipal

CUMBERLAND CNTY N C INDL FACS & POLLUTN CTL FING AUTH SOLID WASTE DISP REV

1.19 3M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.25%

1.18 3M
municipal

MISSION TEX ECONOMIC DEV CORP SOLID WASTE DISP REV 5%

1.16 3M
municipal

CHICAGO ILL WTR REV 5%

1.16 3M
municipal

IOWA FIN AUTH REV 3.95%

1.13 3M
municipal

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