John Hancock Multimanager Lifetime target-date series features an overly complex structure, decreasing our confidence in the approach and prompting a downgrade of its Process rating to Below Average from Average.
JHancock Multimanager 2055 Lifetime I JHRTX
- NAV / 1-Day Return 11.70 / +0.78 %
- Total Assets 415.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.710%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Target-Date 2055
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.76%
- Turnover 16%
USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:12 PM GMT+0
Morningstar’s Analysis JHRTX
Will JHRTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 72.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock U.S. Sector Rotation NAV | 17.03 | 71.7 Mil | — |
JHancock International Stra Eq Allc NAV | 12.74 | 53.6 Mil | — |
JHancock Emerging Markets Equity NAV | 6.44 | 27.1 Mil | — |
JHancock Equity Income NAV | 6.32 | 26.6 Mil | — |
JHFunds2 Mid Value NAV | 6.10 | 25.7 Mil | — |
JHancock Blue Chip Growth NAV | 5.68 | 23.9 Mil | — |
JHancock Mid Cap Growth NAV | 4.74 | 19.9 Mil | — |
JHancock Disciplined Value NAV | 4.58 | 19.3 Mil | — |
JHancock Disciplined Value Intl NAV | 4.52 | 19.0 Mil | — |
JHFunds2 Capital Appreciation NAV | 3.92 | 16.5 Mil | — |