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 2015 Lifetime 1 JLBOX
- NAV / 1-Day Return 7.37 / +0.55 %
- Total Assets 167.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.570%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Target-Date 2015
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 3.71%
- Turnover 17%
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0
Morningstar’s Analysis JLBOX
Will JLBOX 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 73.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock Bond NAV | 13.76 | 23.7 Mil | — |
JHFunds2 Core Bond NAV | 13.75 | 23.7 Mil | — |
JHancock Short Duration Bond NAV | 9.15 | 15.8 Mil | — |
JHancock Diversified Real Assets NAV | 7.52 | 13.0 Mil | — |
JHancock Emerging Markets Debt NAV | 5.40 | 9.3 Mil | — |
JHancock U.S. Sector Rotation NAV | 5.30 | 9.1 Mil | — |
JHancock International Stra Eq Allc NAV | 5.21 | 9.0 Mil | — |
JHancock Strategic Income Opps NAV | 5.02 | 8.6 Mil | — |
JHFunds2 Capital Appreciation Value NAV | 4.39 | 7.6 Mil | — |
JHancock High Yield NAV | 3.60 | 6.2 Mil | — |