Mutual Fund Insights: JHancock MA Tax-Free Income B Fund (JHMBX)

In-depth Analysis of JHancock MA Tax-Free Income B Fund (JHMBX)

3 months 6 months 1 year 3 year 5 year

See JHancock MA Tax-Free Income B Fund (JHMBX) performance details as of February 28, 2010

  

Last Trade: $12.44 on 3/19/2010, Change: -0.01 (-0.08%)

  

Fund Manager - Frank A. Lucibella

Fund Manager Tenure: 4.7 years   [Similar Funds: JHMAX ]
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)

Frank A. Lucibella is a vice president with MFC Global Investment Management (U.S.), LLC, his employer since 2006. In 2005, Frank A. Lucibella became vice president with John Hancock Advisers. From 2002 to 2005, Frank A. Lucibella was senior fixed-income trader with Columbia Management Group. Frank A. Lucibella became a second vice president with John Hancock Advisers, his employer since 1988. Frank A. Lucibella is a past president of the Boston Municipal Analysts Forum.  Get more insights on Frank A. Lucibella

  

 What we like about JHancock MA Tax-Free Income B Fund (JHMBX)

Data for JHancock MA Tax-Free Income B Fund (JHMBX) as of February 28, 2010

• JHancock MA Tax-Free Income B Fund (JHMBX) management has been with JHancock MA Tax-Free Income B Fund for 4.7 years
• JHancock MA Tax-Free Income B Fund (JHMBX) has good short-term performance (1-year return 9.37% vs 11.80 % Muni Massachusetts category average)
• JHancock MA Tax-Free Income B Fund (JHMBX) ratio of up-years vs down years is greater than 2
• JHancock MA Tax-Free Income B Fund (JHMBX) has an annual stock turnover rate of 17.00% vs Muni Massachusetts average of 18.26%. It is good that JHancock MA Tax-Free Income B management does not trade extensively for its return.
• JHancock MA Tax-Free Income B Fund (JHMBX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.9, lower than category average of 7.26

  

 What we are cautious about JHancock MA Tax-Free Income B Fund (JHMBX)

Data for JHancock MA Tax-Free Income B Fund (JHMBX) as of February 28, 2010

• JHancock MA Tax-Free Income B Fund (JHMBX) has a less-than-ideal mid-term performance (3-year return 2.98% vs 3.01 % Muni Massachusetts category average)
• JHancock MA Tax-Free Income B Fund (JHMBX) has a less-than-ideal Long-term performance (5-year return 3.02% vs 3.56 % Muni Massachusetts category average)
• JHancock MA Tax-Free Income B Fund (JHMBX) has a Morningstar rating of 3 and below
• JHancock MA Tax-Free Income B Fund (JHMBX) is less safe compared to its Muni Massachusetts peers
• JHancock MA Tax-Free Income B Fund (JHMBX) has a higher management fee of 1.79% than its Muni Massachusetts average of 1.07%
• JHancock MA Tax-Free Income B Fund (JHMBX) carries a 5% load

See JHancock MA Tax-Free Income B Fund (JHMBX) performance details as of February 28, 2010

  

  

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JHancock MA Tax-Free Income B Fund (JHMBX) Net Asset

Track net asset change of JHancock MA Tax-Free Income B fund (JHMBX)

Date	Net Asset
02/2010	$128.37M
01/2010	$5.59M
11/2009	$6.05M

More historic net asset information on JHancock MA Tax-Free Income B Fund (JHMBX)

  

JHancock MA Tax-Free Income B Fund (JHMBX) Portfolio Allocation

Track portfolio allocation change of JHancock MA Tax-Free Income B fund (JHMBX)

Date	Cash	Stock	Bond	Other
11/2009	1.4%	0%	98.6%	0%
09/2009	3.04%	0%	96.96%	0%
08/2009	1.87%	0%	98.13%	0%

Click here to see more historic asset allocation information on JHancock MA Tax-Free Income B Fund (JHMBX)

  

Most Recent Top 10 Holdings in JHancock MA Tax-Free Income B Fund (JHMBX)

Discover what JHancock MA Tax-Free Income B Fund (JHMBX) manager is buying

30-Nov-09 MASSACHUSETTS ST TPK AUTH MET REV BDS [3.63%] Boston Mass Hsg Auth 5% [2.8%] Holyoke Mass Gas & Elec Dept R Gas & 5% [2.62%] Route 3 North Trans Impt Assoc Re 5.375% [2.6%] Massachusetts St Wtr Res Auth 5.25% [2.33%] MASSACHUSETTS BAY TRANSN AUTH SENIOR SA [2.27%] Massachusetts St Indl Fin Agy Wtr 6.75% [2.27%] Massachusetts St Health & Edl Rev B 9.2% [2.04%] Massachusetts St Go Bds 5.5% [1.97%] PUERTO RICO COMWLTH AQUEDUCT & REV BDS [1.92%]

30-Sep-09 Massachusetts St Tpk Auth 5.125% [3.52%] Boston Mass Hsg Auth 5% [2.8%] Holyoke Mass Gas & Elec Dept R Gas & 5% [2.64%] Route 3 North Trans Impt Assoc Re 5.375% [2.54%] NEW YORK N Y CITY MUN WTR FIN ADJ-REV B [2.45%] Massachusetts St Wtr Res Auth 5.25% [2.45%] Massachusetts Bay Transn Auth 5.25% [2.39%] Massachusetts St Indl Fin Agy Wtr 6.75% [2.2%] Massachusetts St Go Bds 5.5% [2.01%] Massachusetts St Health & Edl Rev B 9.2% [1.99%]

31-Aug-09 MASSACHUSETTS ST TPK AUTH MET REV BDS [3.7%] BOSTON MASS HSG AUTH CAP PROGR CAPITAL P [2.83%] Route 3 North Trans Impt Assoc Re 5.375% [2.68%] Holyoke Mass Gas & Elec Dept R Gas & 5% [2.59%] NEW YORK N Y CITY MUN WTR FIN ADJ-REV B [2.57%] Massachusetts St Wtr Res Auth 5.25% [2.37%] Massachusetts Bay Transn Auth 5.25% [2.32%] Massachusetts St Indl Fin Agy Wtr 6.75% [2.21%] Massachusetts St Health & Edl Rev B 9.2% [2.09%] Massachusetts St Go Bds 5.5% [1.98%]

Click here for Stock Holding Change Map in JHancock MA Tax-Free Income B Fund (JHMBX)

  

Related books and products to JHancock MA Tax-Free Income B Fund (JHMBX)

  

Latest News on JHancock MA Tax-Free Income B (JHMBX)

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Books and Resources

 

 

See more information on JHancock MA Tax-Free Income B Fund (JHMBX)

• JHancock MA Tax-Free Income B Fund Insights
• JHancock MA Tax-Free Income B Fund Performance Data
• JHancock MA Tax-Free Income B Fund News
• JHancock MA Tax-Free Income B Fund Score Explaination
• JHancock MA Tax-Free Income B Fund Manager Information
• Historic JHancock MA Tax-Free Income B Fund Asset Allocation Report
• Historic JHancock MA Tax-Free Income B Fund Top 10 Holding Tracking
• Historic JHancock MA Tax-Free Income B Fund Asset Under Management Tracking