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 2030 Lifetime Blend Ptf R4 JRTIX
- NAV / 1-Day Return 11.51 / +0.79 %
- Total Assets 788.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.580%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Target-Date 2030
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Closed
- TTM Yield 2.37%
- Turnover 16%
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0
Morningstar’s Analysis JRTIX
Will JRTIX 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 75.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock U.S. Sector Rotation NAV | 19.19 | 152.2 Mil | — |
JHancock International Stra Eq Allc NAV | 15.59 | 123.6 Mil | — |
Vanguard Total Bond Market ETF | 9.36 | 74.2 Mil | — |
JHancock Bond NAV | 9.25 | 73.4 Mil | — |
Fidelity Mid Cap Index | 7.13 | 56.5 Mil | — |
JHancock Emerging Markets Debt NAV | 4.03 | 32.0 Mil | — |
iShares MSCI Global Min Vol Factor ETF | 3.53 | 28.0 Mil | — |
JHancock High Yield NAV | 2.58 | 20.4 Mil | — |
Vanguard Dividend Appreciation ETF | 2.40 | 19.0 Mil | — |
Vanguard Short-Term Corporate Bond ETF | 2.27 | 18.0 Mil | — |