JTBMX — Total Bond Market Trust

Data updated: 2026-05-29

JTBMX — Total Bond Market Trust data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Long Total / Aggregate Bond · $1.09B AUM · 0.30% expense ratio · 4.0% 1-yr return. From SEC regulatory filings.

JTBMX Fund Overview

JTBMX — Total Bond Market Trust is a US mutual fund managed by John Hancock Variable Insurance Trust, categorised as Long Total / Aggregate Bond. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: John Hancock Variable Insurance Trust
  • Category: Long Total / Aggregate Bond
  • Assets under management: $1.09B
  • 1-year return: 4.0%
  • Ticker: JTBMX
  • SEC CIK: 0000756913
  • SEC series ID: S000008214
  • Share class ID: C000117965

JTBMX Holdings

Top 10 holdings of Total Bond Market Trust by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
United States Treasury Note/Bond1.91%
United States Treasury Note/Bond1.90%
United States Treasury Note/Bond1.77%
United States Treasury Note/Bond1.73%
United States Treasury Note/Bond1.40%
United States Treasury Note/Bond1.23%
United States Treasury Note/Bond1.14%
United States Treasury Note/Bond1.09%
United States Treasury Note/Bond1.04%
United States Treasury Note/Bond0.92%

View all JTBMX holdings

JTBMX Portfolio Allocation

Asset-class allocation of Total Bond Market Trust by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Fixed Income73.3%
Securitized25.4%
Cash & Equivalents0.7%

JTBMX Performance

Total returns for JTBMX (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD-0.0%
1 year4.0%
3 years (annualised)3.3%
5 years (annualised)0.0%

JTBMX Risk Information

Risk metrics for JTBMX, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 3.5%

JTBMX Costs and Fees

JTBMX costs about $30 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 0.30%
  • Gross expense ratio: 0.57%
  • Portfolio turnover: 55%
  • Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)

JTBMX Cashflows

Over the 12 months to 2026-03, Total Bond Market Trust had net inflows of $136.20M, from monthly SEC N-PORT filings.

MonthNet flow
2026-03$3.79M
2026-02$8.03M
2026-01−$4.49M
2025-12$10.23M
2025-11−$28.21M
2025-10$46.83M

JTBMX Debt Constituents

Largest debt holdings of Total Bond Market Trust by percentage of net assets, from the latest SEC N-PORT filing.

Debt holding% of net assets
United States Treasury Note/Bond1.91%
United States Treasury Note/Bond1.90%
United States Treasury Note/Bond1.77%
United States Treasury Note/Bond1.73%
United States Treasury Note/Bond1.40%
United States Treasury Note/Bond1.23%
United States Treasury Note/Bond1.14%
United States Treasury Note/Bond1.09%
United States Treasury Note/Bond1.04%
United States Treasury Note/Bond0.92%

JTBMX Prospectus and SEC Filings

Official Total Bond Market Trust filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Long Total / Aggregate Bond funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.