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Morningstar

JHancock 2050 Lifetime Blend Ptf 1 JRLWX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 13.26  /  −0.08 %
  • Total Assets 476.8 Mil
  • Adj. Expense Ratio
    0.360%
  • Expense Ratio 0.360%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.99%
  • Turnover 32%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis JRLWX

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

  • People Pillar

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

More JRLWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 90.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock U.S. Sector Rotation NAV

27.83 134.3 Mil
—

JHancock International Stra Eq Allc NAV

23.17 111.9 Mil
—

Fidelity Mid Cap Index

13.02 62.9 Mil
—

Vanguard S&P 500 ETF

12.59 60.8 Mil
—

Fidelity Small Cap Index

4.15 20.0 Mil
—

Vanguard FTSE Emerging Markets ETF

4.08 19.7 Mil
—

Jh Collateral

2.00 9.7 Mil
Cash and Equivalents

Vanguard FTSE Developed Markets ETF

1.76 8.5 Mil
—

Vanguard FTSE All-Wld ex-US SmCp ETF

1.72 8.3 Mil
—

Vanguard Health Care ETF

1.15 5.6 Mil
—