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Morningstar

JHancock 2015 Lifetime Blend Ptf R4 JRLKX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 9.88  /  +0.10 %
  • Total Assets 85.9 Mil
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.620%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Target-Date 2015
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Closed
  • TTM Yield 2.90%
  • Turnover 28%

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

Morningstar’s Analysis JRLKX

Will JRLKX 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 JRLKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JRLKX 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 JRLKX’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

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Portfolio Holdings JRLKX

More JRLKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 79.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard Total Bond Market ETF

16.34 13.8 Mil
—

JHancock Bond NAV

16.33 13.8 Mil
—

JHancock U.S. Sector Rotation NAV

9.54 8.0 Mil
—

Vanguard Short-Term Corporate Bond ETF

8.77 7.4 Mil
—

JHancock International Stra Eq Allc NAV

6.45 5.4 Mil
—

JHancock Emerging Markets Debt NAV

6.05 5.1 Mil
—

iShares MSCI Global Min Vol Factor ETF

4.89 4.1 Mil
—

JHancock High Yield NAV

3.78 3.2 Mil
—

Vanguard FTSE Developed Markets ETF

3.57 3.0 Mil
—

Vanguard Dividend Appreciation ETF

3.28 2.8 Mil
—