John Hancock Multimanager Lifetime target-date series features an overly complex structure, decreasing our confidence in the approach and prompting a downgrade of its Process rating to Below Average from Average.
JHancock Multimanager 2065 Lifetime R5 JABDX
- NAV / 1-Day Return 12.08 / +0.92 %
- Total Assets 81.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.640%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Target-Date 2065+
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.62%
- Turnover 18%
USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:15 PM GMT+0
Morningstar’s Analysis JABDX
Will JABDX 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 71.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock U.S. Sector Rotation NAV | 16.83 | 13.1 Mil | — |
JHancock International Stra Eq Allc NAV | 13.02 | 10.1 Mil | — |
JHancock Equity Income NAV | 6.31 | 4.9 Mil | — |
JHFunds2 Mid Value NAV | 6.09 | 4.7 Mil | — |
JHancock Emerging Markets Equity NAV | 5.92 | 4.6 Mil | — |
JHancock Blue Chip Growth NAV | 5.69 | 4.4 Mil | — |
JHancock Mid Cap Growth NAV | 4.82 | 3.8 Mil | — |
JHancock Disciplined Value NAV | 4.57 | 3.6 Mil | — |
JHancock Disciplined Value Intl NAV | 4.51 | 3.5 Mil | — |
JHFunds2 Capital Appreciation NAV | 3.97 | 3.1 Mil | — |