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 2060 Lifetime R6 JESRX
- NAV / 1-Day Return 12.72 / −0.39 %
- Total Assets 287.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.590%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.79%
- Turnover 14%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0
Morningstar’s Analysis JESRX
Will JESRX 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 | 16.79 | 47.3 Mil | — |
JHancock International Stra Eq Allc NAV | 12.86 | 36.3 Mil | — |
JHancock Equity Income NAV | 6.25 | 17.6 Mil | — |
JHancock Emerging Markets Equity NAV | 6.18 | 17.4 Mil | — |
JHFunds2 Mid Value NAV | 6.02 | 17.0 Mil | — |
JHancock Blue Chip Growth NAV | 5.76 | 16.2 Mil | — |
JHancock Mid Cap Growth NAV | 4.87 | 13.7 Mil | — |
JHancock Disciplined Value NAV | 4.52 | 12.7 Mil | — |
JHancock Disciplined Value Intl NAV | 4.45 | 12.6 Mil | — |
JHFunds2 Capital Appreciation NAV | 4.03 | 11.4 Mil | — |