Welcome to MutualFunds.com. Please help us personalize your experience.
Your personalized experience is almost ready.
Thank you!
Check your email and confirm your subscription to complete your personalized experience.
Thank you for your submission, we hope you enjoy your experience
Find the latest content and information here about the 2019 Charles Schwab Impact Conference.
18 Most Popular Mutual Fund Categories
View All Categories
15 Most Popular Fund Company Quick Screens
View All Fund Company Quick Screens
Receive email updates about fund flows, news, upcoming CE accredited webcasts from industry thought leaders and more.
Content focused on helping financial advisors build successful client relationships and grow their business.
Content geared towards helping financial advisors build better client portfolios.
Get insights on the industry trends and investment news from leading fund managers and experts.
The fund invests primarily in the following types of securities: foreign government and corporate debt securities from developed and emerging markets; U.S. government and agency securities; and domestic high-yield bonds. The manager allocates assets among the three major types of securities based on analysis of economic factors such as projected international interest-rate movements, industry cycles, and political trends. The manager may invest up to 100% of the fund's assets in any one sector. It may invest up to 10% of its net assets in domestic or foreign common stocks.
Sign up for Advisor Access to receive email updates about JSTCX competitors, news, CE accredited webcasts and more.
| Period | JSTCX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 0.6% | -2.4% | 4.5% | 42.97% |
| 1 Yr | 6.5% | -36.6% | 178.1% | 30.40% |
| 3 Yr | 0.7%* | -34.6% | 40.6% | 54.67% |
| 5 Yr | -0.2%* | -34.3% | 21.5% | 58.66% |
| 10 Yr | 0.3%* | -3.6% | 7.2% | 62.88% |
* Annualized
| Period | JSTCX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2019 | 7.3% | -35.1% | 177.6% | 23.34% |
| 2018 | -6.0% | -48.0% | 0.8% | 50.00% |
| 2017 | 0.9% | -14.8% | 11.2% | 76.43% |
| 2016 | 0.3% | -11.2% | 19.1% | 86.93% |
| 2015 | -2.9% | -51.1% | 4.0% | 9.80% |
| Period | JSTCX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 0.6% | -2.4% | 4.5% | 42.97% |
| 1 Yr | 6.5% | -36.6% | 178.1% | 30.40% |
| 3 Yr | 0.7%* | -34.6% | 40.6% | 72.67% |
| 5 Yr | -0.1%* | -34.3% | 22.2% | 73.62% |
| 10 Yr | 0.4%* | -3.6% | 7.2% | 67.42% |
* Annualized
| Period | JSTCX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2019 | 7.3% | -35.1% | 177.6% | 28.82% |
| 2018 | -6.0% | -48.0% | 4.8% | 63.04% |
| 2017 | 0.9% | -14.8% | 14.0% | 85.19% |
| 2016 | 0.3% | -11.2% | 22.5% | 89.75% |
| 2015 | -2.6% | -51.1% | 4.0% | 21.22% |
| JSTCX | Category Low | Category High | JSTCX % Rank | |
|---|---|---|---|---|
| Net Assets | 1.75 B | 100 K | 134 B | 27.70% |
| Number of Holdings | 385 | 6 | 7570 | 53.61% |
| Net Assets in Top 10 | 202 M | -42.1 B | 5.96 B | 32.78% |
| Weighting of Top 10 | 11.40% | 4.5% | 410.5% | 75.28% |
| Weighting | Return Low | Return High | JSTCX % Rank | |
|---|---|---|---|---|
| Bonds | 89.10% | 31.46% | 157.00% | 62.71% |
| Cash | 4.63% | -76.54% | 46.21% | 58.89% |
| Preferred Stocks | 3.08% | 0.00% | 54.19% | 9.17% |
| Stocks | 2.18% | -1.06% | 22.96% | 17.96% |
| Convertible Bonds | 1.02% | 0.00% | 11.31% | 49.44% |
| Other | 0.00% | -32.79% | 26.24% | 56.67% |
| Weighting | Return Low | Return High | JSTCX % Rank | |
|---|---|---|---|---|
| Utilities | 88.93% | 0.00% | 100.00% | 4.96% |
| Industrials | 11.07% | 0.00% | 100.00% | 17.94% |
| Technology | 0.00% | 0.00% | 48.41% | 50.38% |
| Real Estate | 0.00% | 0.00% | 100.00% | 47.71% |
| Healthcare | 0.00% | 0.00% | 80.24% | 55.34% |
| Financial Services | 0.00% | 0.00% | 100.00% | 63.36% |
| Energy | 0.00% | 0.00% | 100.00% | 72.90% |
| Communication Services | 0.00% | 0.00% | 100.00% | 54.20% |
| Consumer Defense | 0.00% | 0.00% | 23.83% | 44.27% |
| Consumer Cyclical | 0.00% | 0.00% | 100.00% | 60.69% |
| Basic Materials | 0.00% | 0.00% | 100.00% | 48.47% |
| Weighting | Return Low | Return High | JSTCX % Rank | |
|---|---|---|---|---|
| US | 2.18% | -1.09% | 22.23% | 17.22% |
| Non US | 0.00% | 0.00% | 4.62% | 51.67% |
| Weighting | Return Low | Return High | JSTCX % Rank | |
|---|---|---|---|---|
| Corporate | 48.08% | 0.00% | 96.88% | 46.67% |
| Government | 34.94% | 0.00% | 99.36% | 14.44% |
| Securitized | 12.25% | 0.00% | 98.45% | 66.11% |
| Cash & Equivalents | 4.73% | 0.28% | 47.61% | 70.00% |
| Derivative | 0.00% | -1.18% | 44.06% | 65.83% |
| Municipal | 0.00% | 0.00% | 36.36% | 61.39% |
| Weighting | Return Low | Return High | JSTCX % Rank | |
|---|---|---|---|---|
| US | 56.16% | 13.75% | 140.38% | 71.39% |
| Non US | 32.94% | -8.93% | 74.05% | 17.22% |
| JSTCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 1.52% | 0.00% | 76.93% | 34.68% |
| Management Fee | 0.33% | 0.00% | 2.25% | 6.86% |
| 12b-1 Fee | 1.00% | 0.00% | 1.00% | 84.54% |
| Administrative Fee | N/A | 0.01% | 0.50% | N/A |
| JSTCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 1.00% | 5.75% | N/A |
| Deferred Load | 1.00% | 1.00% | 5.50% | 46.43% |
| JSTCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| JSTCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 58.00% | 2.00% | 899.00% | 38.95% |
| JSTCX | Category Low | Category High | JSTCX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.57% | 0.00% | 6.32% | 73.35% |
| JSTCX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Monthly | Annually | Monthly | Monthly |
| JSTCX | Category Low | Category High | JSTCX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 2.48% | 0.87% | 10.10% | 94.80% |
| JSTCX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
| Date | Amount |
|---|---|
| Mar 29, 2019 | $0.012 |
| Feb 28, 2019 | $0.012 |
| Jan 31, 2019 | $0.013 |
| Dec 31, 2018 | $0.014 |
| Nov 30, 2018 | $0.014 |
| Oct 31, 2018 | $0.014 |
| Aug 31, 2018 | $0.013 |
| Jul 31, 2018 | $0.013 |
| Jun 29, 2018 | $0.013 |
| May 31, 2018 | $0.013 |
| Apr 30, 2018 | $0.013 |
| Mar 29, 2018 | $0.012 |
| Feb 28, 2018 | $0.012 |
| Jan 31, 2018 | $0.012 |
| Dec 29, 2017 | $0.012 |
| Nov 30, 2017 | $0.012 |
| Oct 31, 2017 | $0.012 |
| Sep 29, 2017 | $0.013 |
| Aug 31, 2017 | $0.013 |
| Jul 31, 2017 | $0.013 |
| Jun 30, 2017 | $0.013 |
| May 31, 2017 | $0.012 |
| Apr 28, 2017 | $0.013 |
| Mar 31, 2017 | $0.012 |
| Feb 28, 2017 | $0.012 |
| Jan 31, 2017 | $0.012 |
| Dec 30, 2016 | $0.012 |
| Nov 30, 2016 | $0.012 |
| Oct 31, 2016 | $0.012 |
| Sep 30, 2016 | $0.012 |
| Aug 31, 2016 | $0.012 |
| Jul 29, 2016 | $0.012 |
| Jun 30, 2016 | $0.012 |
| May 31, 2016 | $0.012 |
| Apr 29, 2016 | $0.011 |
| Mar 31, 2016 | $0.011 |
| Feb 29, 2016 | $0.011 |
| Jan 29, 2016 | $0.011 |
| Dec 31, 2015 | $0.011 |
| Nov 30, 2015 | $0.012 |
| Oct 30, 2015 | $0.012 |
| Sep 30, 2015 | $0.011 |
| Aug 31, 2015 | $0.012 |
| Jul 31, 2015 | $0.013 |
| Jun 30, 2015 | $0.013 |
| May 29, 2015 | $0.015 |
| Apr 30, 2015 | $0.014 |
| Mar 31, 2015 | $0.014 |
| Feb 27, 2015 | $0.014 |
| Jan 30, 2015 | $0.015 |
| Dec 31, 2014 | $0.016 |
| Nov 28, 2014 | $0.016 |
| Oct 31, 2014 | $0.016 |
| Sep 30, 2014 | $0.017 |
| Aug 29, 2014 | $0.017 |
| Jul 31, 2014 | $0.018 |
| Jun 30, 2014 | $0.018 |
| May 30, 2014 | $0.019 |
| Apr 30, 2014 | $0.020 |
| Mar 31, 2014 | $0.020 |
| Feb 28, 2014 | $0.020 |
| Jan 31, 2014 | $0.020 |
| Dec 31, 2013 | $0.020 |
| Nov 29, 2013 | $0.020 |
| Oct 31, 2013 | $0.020 |
| Sep 30, 2013 | $0.021 |
| Aug 30, 2013 | $0.021 |
| Jul 31, 2013 | $0.021 |
| Jun 28, 2013 | $0.021 |
| May 31, 2013 | $0.020 |
| Apr 30, 2013 | $0.023 |
| Mar 28, 2013 | $0.023 |
| Feb 28, 2013 | $0.022 |
| Jan 31, 2013 | $0.024 |
| Dec 31, 2012 | $0.025 |
| Nov 30, 2012 | $0.026 |
| Oct 31, 2012 | $0.026 |
| Sep 28, 2012 | $0.026 |
| Aug 31, 2012 | $0.026 |
| Jul 31, 2012 | $0.027 |
| Jun 29, 2012 | $0.027 |
| May 31, 2012 | $0.026 |
| Apr 30, 2012 | $0.027 |
| Mar 30, 2012 | $0.027 |
| Feb 29, 2012 | $0.027 |
| Jan 31, 2012 | $0.028 |
| Dec 30, 2011 | $0.028 |
| Nov 30, 2011 | $0.026 |
| Oct 31, 2011 | $0.028 |
| Sep 30, 2011 | $0.028 |
| Aug 31, 2011 | $0.030 |
| Jul 29, 2011 | $0.030 |
| Jun 30, 2011 | $0.031 |
| May 31, 2011 | $0.030 |
| Apr 29, 2011 | $0.030 |
| Mar 31, 2011 | $0.030 |
| Feb 28, 2011 | $0.031 |
| Jan 31, 2011 | $0.030 |
| Dec 31, 2010 | $0.032 |
| Nov 30, 2010 | $0.033 |
| Oct 29, 2010 | $0.032 |
| Sep 30, 2010 | $0.032 |
| Aug 31, 2010 | $0.032 |
| Jul 30, 2010 | $0.032 |
| Jun 30, 2010 | $0.033 |
| May 28, 2010 | $0.034 |
| Apr 30, 2010 | $0.036 |
| Mar 31, 2010 | $0.037 |
| Feb 26, 2010 | $0.037 |
| Jan 29, 2010 | $0.038 |
| Dec 31, 2009 | $0.036 |
| Nov 30, 2009 | $0.034 |
| Oct 30, 2009 | $0.035 |
| Sep 30, 2009 | $0.036 |
| Aug 31, 2009 | $0.034 |
| Jul 31, 2009 | $0.033 |
| Jun 30, 2009 | $0.032 |
| May 29, 2009 | $0.032 |
| Apr 30, 2009 | $0.032 |
| Mar 31, 2009 | $0.033 |
| Feb 27, 2009 | $0.030 |
| Jan 30, 2009 | $0.033 |
| Dec 31, 2008 | $0.034 |
| Nov 28, 2008 | $0.032 |
| Oct 31, 2008 | $0.030 |
| Sep 30, 2008 | $0.028 |
| Aug 29, 2008 | $0.030 |
| Jul 31, 2008 | $0.031 |
| Jun 30, 2008 | $0.031 |
| May 30, 2008 | $0.035 |
| Apr 30, 2008 | $0.032 |
| Mar 31, 2008 | $0.031 |
| Feb 29, 2008 | $0.029 |
| Jan 31, 2008 | $0.030 |
| Dec 31, 2007 | $0.030 |
| Nov 30, 2007 | $0.030 |
| Oct 30, 2007 | $0.031 |
| Sep 27, 2007 | $0.026 |
| Aug 30, 2007 | $0.028 |
| Jul 30, 2007 | $0.030 |
| Jun 28, 2007 | $0.027 |
| May 30, 2007 | $0.030 |
| Apr 27, 2007 | $0.026 |
| Mar 29, 2007 | $0.026 |
| Feb 27, 2007 | $0.024 |
| Jan 30, 2007 | $0.024 |
| Dec 28, 2006 | $0.025 |
| Nov 29, 2006 | $0.023 |
| Oct 30, 2006 | $0.025 |
| Sep 28, 2006 | $0.023 |
| Aug 30, 2006 | $0.027 |
| Jul 28, 2006 | $0.024 |
| Jun 29, 2006 | $0.026 |
| May 30, 2006 | $0.028 |
| Apr 27, 2006 | $0.023 |
| Mar 30, 2006 | $0.025 |
| Feb 27, 2006 | $0.021 |
| Jan 30, 2006 | $0.022 |
| Dec 29, 2005 | $0.025 |
| Nov 29, 2005 | $0.025 |
| Oct 28, 2005 | $0.024 |
| Sep 29, 2005 | $0.023 |
| Aug 30, 2005 | $0.027 |
| Jul 28, 2005 | $0.023 |
| Jun 29, 2005 | $0.028 |
| May 27, 2005 | $0.025 |
| Apr 29, 2005 | $0.025 |
| Mar 30, 2005 | $0.029 |
| Feb 25, 2005 | $0.022 |
| Jan 28, 2005 | $0.023 |
| Dec 30, 2004 | $0.027 |
| Nov 29, 2004 | $0.026 |
| Oct 28, 2004 | $0.024 |
| Sep 29, 2004 | $0.025 |
| Aug 30, 2004 | $0.027 |
| Jul 29, 2004 | $0.026 |
| Jun 29, 2004 | $0.029 |
| May 27, 2004 | $0.025 |
| Apr 29, 2004 | $0.027 |
| Mar 30, 2004 | $0.029 |
| Feb 26, 2004 | $0.026 |
| Jan 29, 2004 | $0.027 |
| Dec 30, 2003 | $0.034 |
| Nov 26, 2003 | $0.027 |
| Oct 30, 2003 | $0.031 |
| Sep 29, 2003 | $0.032 |
| Aug 28, 2003 | $0.028 |
| Jul 30, 2003 | $0.033 |
| Jun 27, 2003 | $0.030 |
| May 29, 2003 | $0.031 |
| Apr 29, 2003 | $0.032 |
| Mar 28, 2003 | $0.031 |
| Feb 27, 2003 | $0.030 |
| Jan 30, 2003 | $0.032 |
| Dec 30, 2002 | $0.036 |
| Nov 27, 2002 | $0.029 |
| Oct 30, 2002 | $0.037 |
| Sep 27, 2002 | $0.032 |
| Aug 29, 2002 | $0.034 |
| Jul 30, 2002 | $0.038 |
| Jun 27, 2002 | $0.033 |
| May 30, 2002 | $0.037 |
| Apr 29, 2002 | $0.040 |
| Mar 27, 2002 | $0.034 |
| Feb 27, 2002 | $0.033 |
| Jan 30, 2002 | $0.037 |
| Dec 28, 2001 | $0.038 |
| Nov 29, 2001 | $0.036 |
| Oct 30, 2001 | $0.045 |
| Sep 27, 2001 | $0.035 |
| Aug 30, 2001 | $0.041 |
| Jul 30, 2001 | $0.044 |
| Jun 28, 2001 | $0.041 |
| May 30, 2001 | $0.046 |
| Apr 27, 2001 | $0.039 |
| Mar 29, 2001 | $0.045 |
| Feb 27, 2001 | $0.038 |
| Jan 30, 2001 | $0.044 |
| Dec 28, 2000 | $0.045 |
| Nov 29, 2000 | $0.042 |
| Oct 30, 2000 | $0.050 |
| Sep 28, 2000 | $0.043 |
| Aug 30, 2000 | $0.047 |
| Jul 28, 2000 | $0.044 |
| Jun 29, 2000 | $0.042 |
| May 30, 2000 | $0.050 |
| Apr 27, 2000 | $0.045 |
| Mar 30, 2000 | $0.046 |
| Feb 28, 2000 | $0.045 |
| Jan 28, 2000 | $0.043 |
Start Date
Tenure
Tenure Rank
Dec 31, 1999
20.01
20.0%
Daniel S. Janis, III is head of Global Multi-Sector Fixed Income at Manulife Investment Management. He is a senior managing director, senior portfolio manager and the lead portfolio manager for the company’s global multi-sector fixed income strategies, responsible for asset allocation, global bond research and currency management. His areas of expertise include global economics, foreign exchange, derivatives and risk management. Education: Harvard University, AB in Economics, 1983 Joined Company: 1999 Began Career: 1984
Start Date
Tenure
Tenure Rank
Oct 09, 2009
10.23
10.2%
Thomas C. Goggins is a senior managing director and senior portfolio manager on the Global Multi-Sector Fixed Income Team at Manulife Investment Management. He is responsible for portfolio management, global bond research, security selection and risk management for the company’s global multi-sector fixed income strategies. Education: University of Wisconsin, BBA, 1981; JL Kellogg Graduate School of Management at Northwestern University, MA in Finance and Accounting, 1987 Joined Company: 1995; rejoined 2009 Began Career: 1987
Start Date
Tenure
Tenure Rank
Jan 01, 2015
5.0
5.0%
Kisoo Park is a managing director and portfolio manager on the Global Multi-Sector Fixed Income Team at Manulife Investment Management. He is responsible for portfolio management, global bond research and currency management for the company’s global multi-sector fixed income strategies. Kisoo joined Manulife Asset Management from a hedge fund firm based in Hong Kong, where he was a founding member and COO. Education: Tufts University, BA in Economics, 1986; University of Chicago, Graduate School of Business, 2007 Joined Company: 2011 Began Career: 1986
Start Date
Tenure
Tenure Rank
Apr 12, 2017
2.72
2.7%
Christopher Chapman, CFA, is a managing director and portfolio manager on the Global Multi-Sector Fixed Income Team at Manulife Investment Management. Chris is responsible for portfolio management, global sovereign debt and currency research, portfolio construction, and risk management for the company’s global multi-sector fixed income strategies. Prior to this position, Chris was a senior investment analyst with the Global Multi-Sector Fixed Income Team. Education: Stonehill College, BSBA in Management, 1999; Boston College, MSF, 2003 Joined Company: 2005 Began Career: 1999
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.08 | 28.65 | 5.5 | 5.0 |
TAXATION
For mutual fund investors, taxes are inevitable. Even if you’re a long-term buy...
MUTUAL FUND EDUCATION
Many investors assume that changes in a mutual fund’s net asset value (NAV)...
MUTUAL FUND EDUCATION
For investors looking to add mutual funds to their portfolio, they need to...
