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Morningstar

JHancock 2010 Lifetime Blend Ptf 1 JRLDX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 9.61  /  +0.10 %
  • Total Assets 64.4 Mil
  • Adj. Expense Ratio
    0.410%
  • Expense Ratio 0.410%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2000-2010
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.35%
  • Turnover 35%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis JRLDX

Will JRLDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JRLDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JRLDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JRLDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Pros and cons.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

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.

by Stephen Margaria
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JRLDX

More JRLDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 80.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard Total Bond Market ETF

17.81 10.5 Mil
—

JHancock Bond NAV

17.69 10.4 Mil
—

Vanguard Short-Term Corporate Bond ETF

10.94 6.5 Mil
—

JHancock U.S. Sector Rotation NAV

7.23 4.3 Mil
—

JHancock Emerging Markets Debt NAV

6.37 3.8 Mil
—

JHancock International Stra Eq Allc NAV

4.97 2.9 Mil
—

iShares MSCI Global Min Vol Factor ETF

4.92 2.9 Mil
—

JHancock High Yield NAV

3.93 2.3 Mil
—

Invesco Senior Loan ETF

3.42 2.0 Mil
—

Vanguard Dividend Appreciation ETF

3.29 1.9 Mil
—