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 2050 Lifetime R2 JLKEX
- NAV / 1-Day Return 12.08 / +0.17 %
- Total Assets 624.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.110%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Target-Date 2050
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.42%
- Turnover 17%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0
Morningstar’s Analysis JLKEX
Will JLKEX 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 72.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock U.S. Sector Rotation NAV | 17.30 | 108.5 Mil | — |
JHancock International Stra Eq Allc NAV | 12.69 | 79.6 Mil | — |
JHancock Emerging Markets Equity NAV | 6.43 | 40.3 Mil | — |
JHancock Equity Income NAV | 6.31 | 39.6 Mil | — |
JHFunds2 Mid Value NAV | 6.11 | 38.3 Mil | — |
JHancock Blue Chip Growth NAV | 5.67 | 35.6 Mil | — |
JHancock Mid Cap Growth NAV | 4.75 | 29.8 Mil | — |
JHancock Disciplined Value NAV | 4.60 | 28.8 Mil | — |
JHancock Disciplined Value Intl NAV | 4.50 | 28.2 Mil | — |
JHancock Fundamental Large Cap Core NAV | 3.91 | 24.5 Mil | — |