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Morningstar

JHancock 2040 Lifetime Blend Ptf R6 JRTWX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 12.55  /  −0.24 %
  • Total Assets 663.9 Mil
  • Adj. Expense Ratio
    0.320%
  • Expense Ratio 0.320%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.15%
  • Turnover 23%

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

Morningstar’s Analysis JRTWX

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

  • People Pillar

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

More JRTWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 83.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock U.S. Sector Rotation NAV

24.74 164.7 Mil
—

JHancock International Stra Eq Allc NAV

20.41 135.8 Mil
—

Fidelity Mid Cap Index

10.59 70.5 Mil
—

Vanguard S&P 500 ETF

9.23 61.4 Mil
—

Vanguard Total Bond Market ETF

4.41 29.4 Mil
—

JHancock Bond NAV

4.13 27.5 Mil
—

Fidelity Small Cap Index

3.32 22.1 Mil
—

Vanguard FTSE Emerging Markets ETF

2.60 17.3 Mil
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Vanguard FTSE Developed Markets ETF

2.48 16.5 Mil
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JHancock Emerging Markets Debt NAV

1.89 12.6 Mil
—