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 1 JRTGX
- NAV / 1-Day Return 11.93 / +0.08 %
- Total Assets 828.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.370%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Target-Date 2030
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.65%
- Turnover 16%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0
Morningstar’s Analysis JRTGX
Will JRTGX 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 | 19.50 | 157.2 Mil | — |
JHancock International Stra Eq Allc NAV | 15.57 | 125.5 Mil | — |
JHancock Bond NAV | 9.19 | 74.1 Mil | — |
Vanguard Total Bond Market ETF | 9.14 | 73.7 Mil | — |
Fidelity Mid Cap Index | 7.13 | 57.5 Mil | — |
JHancock Emerging Markets Debt NAV | 3.98 | 32.1 Mil | — |
iShares MSCI Global Min Vol Factor ETF | 3.56 | 28.7 Mil | — |
JHancock High Yield NAV | 2.56 | 20.6 Mil | — |
Vanguard Dividend Appreciation ETF | 2.40 | 19.4 Mil | — |
Fidelity Small Cap Index | 2.26 | 18.2 Mil | — |