John Hancock’s Lifetime Blend target-date series sports an aggressive glide path based on sound research, but a lot of moving pieces under the hood dampen its appeal.
JHancock 2055 Lifetime Blend Pft R6 JLKYX
- NAV / 1-Day Return 13.25 / −0.38 %
- Total Assets 373.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.320%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Target-Date 2055
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.01%
- Turnover 29%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0
Morningstar’s Analysis JLKYX
Will JLKYX 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 93.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock U.S. Sector Rotation NAV | 28.66 | 103.9 Mil | — |
JHancock International Stra Eq Allc NAV | 23.87 | 86.6 Mil | — |
Fidelity Mid Cap Index | 13.37 | 48.5 Mil | — |
Vanguard S&P 500 ETF | 12.97 | 47.0 Mil | — |
Fidelity Small Cap Index | 4.25 | 15.4 Mil | — |
Vanguard FTSE Emerging Markets ETF | 4.11 | 14.9 Mil | — |
Vanguard FTSE Developed Markets ETF | 1.81 | 6.6 Mil | — |
Vanguard FTSE All-Wld ex-US SmCp ETF | 1.77 | 6.4 Mil | — |
Vanguard Health Care ETF | 1.18 | 4.3 Mil | — |
JHancock Bond NAV | 1.14 | 4.1 Mil | — |