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 2040 Lifetime A JLIAX
- NAV / 1-Day Return 10.19 / +0.69 %
- Total Assets 972.3 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Target-Date 2040
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.95%
- Turnover 19%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0
Morningstar’s Analysis JLIAX
Will JLIAX 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 62.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock U.S. Sector Rotation NAV | 15.25 | 138.9 Mil | — |
JHancock International Stra Eq Allc NAV | 11.71 | 106.7 Mil | — |
JHancock Equity Income NAV | 5.11 | 46.5 Mil | — |
JHancock Blue Chip Growth NAV | 4.79 | 43.6 Mil | — |
JHancock Emerging Markets Equity NAV | 4.79 | 43.6 Mil | — |
JHFunds2 Mid Value NAV | 4.64 | 42.3 Mil | — |
JHancock Bond NAV | 4.29 | 39.0 Mil | — |
JHancock Disciplined Value Intl NAV | 4.06 | 36.9 Mil | — |
JHancock Disciplined Value NAV | 3.77 | 34.4 Mil | — |
JHancock Mid Cap Growth NAV | 3.69 | 33.6 Mil | — |