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 2010 Lifetime Blend Ptf R4 JRLFX
- NAV / 1-Day Return 9.68 / +0.41 %
- Total Assets 64.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.620%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Target-Date 2000-2010
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Closed
- TTM Yield 3.15%
- Turnover 35%
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0
Morningstar’s Analysis JRLFX
Will JRLFX 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 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 | — |