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Morningstar

JHancock 2035 Lifetime Blend Ptf 1 JRTKX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 11.98  /  −0.17 %
  • Total Assets 777.8 Mil
  • Adj. Expense Ratio
    0.360%
  • Expense Ratio 0.360%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.34%
  • Turnover 19%

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

Morningstar’s Analysis JRTKX

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

  • People Pillar

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

More JRTKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 79.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock U.S. Sector Rotation NAV

21.93 172.4 Mil
—

JHancock International Stra Eq Allc NAV

18.05 141.9 Mil
—

Fidelity Mid Cap Index

8.79 69.1 Mil
—

Vanguard Total Bond Market ETF

7.20 56.6 Mil
—

JHancock Bond NAV

6.93 54.5 Mil
—

Vanguard S&P 500 ETF

5.88 46.3 Mil
—

Jh Collateral

2.92 23.0 Mil
Cash and Equivalents

JHancock Emerging Markets Debt NAV

2.84 22.3 Mil
—

Fidelity Small Cap Index

2.77 21.7 Mil
—

Vanguard FTSE Developed Markets ETF

2.55 20.1 Mil
—