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 2030 Lifetime R5 JLFHX
- NAV / 1-Day Return 9.54 / +0.53 %
- Total Assets 1.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.630%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Target-Date 2030
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 3.09%
- Turnover 22%
USD | NAV as of May 14, 2024 | 1-Day Return as of May 14, 2024, 10:13 PM GMT+0
Morningstar’s Analysis JLFHX
Will JLFHX 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 57.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock U.S. Sector Rotation NAV | 10.67 | 129.4 Mil | — |
JHancock International Stra Eq Allc NAV | 8.99 | 109.0 Mil | — |
JHFunds2 Core Bond NAV | 7.86 | 95.3 Mil | — |
JHancock Bond NAV | 7.49 | 90.8 Mil | — |
JHancock Diversified Real Assets NAV | 5.77 | 70.0 Mil | — |
JHFunds2 Capital Appreciation Value NAV | 3.76 | 45.5 Mil | — |
JHancock Emerging Markets Debt NAV | 3.57 | 43.3 Mil | — |
JHancock Disciplined Value Intl NAV | 3.46 | 42.0 Mil | — |
JHancock Equity Income NAV | 3.23 | 39.1 Mil | — |
JHancock Short Duration Bond NAV | 3.13 | 38.0 Mil | — |