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Morningstar

JHancock 2020 Lifetime Blend Ptf 1 JRLOX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 10.33  /  +0.39 %
  • Total Assets 275.9 Mil
  • Adj. Expense Ratio
    0.400%
  • Expense Ratio 0.400%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.09%
  • Turnover 23%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:15 PM GMT+0

Morningstar’s Analysis JRLOX

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

  • People Pillar

    The People Pillar is our evaluation of the JRLOX 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 JRLOX’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 JRLOX

More JRLOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 76.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard Total Bond Market ETF

15.01 40.8 Mil
—

JHancock Bond NAV

14.86 40.4 Mil
—

JHancock U.S. Sector Rotation NAV

9.91 27.0 Mil
—

JHancock International Stra Eq Allc NAV

8.14 22.2 Mil
—

Vanguard Short-Term Corporate Bond ETF

6.63 18.0 Mil
—

JHancock Emerging Markets Debt NAV

5.71 15.5 Mil
—

iShares MSCI Global Min Vol Factor ETF

4.87 13.3 Mil
—

Fidelity Mid Cap Index

4.03 11.0 Mil
—

JHancock High Yield NAV

3.59 9.8 Mil
—

Vanguard Dividend Appreciation ETF

3.25 8.8 Mil
—