John Hancock Lifetime Blend target-date series possesses a reasonable more-aggressive glide path, but it’s still searching for an edge in the competitive target-date space.
John Hancock Funds 2035 Lifetime Blend Portfolio Class A JHAYX
- NAV / 1-Day Return $15.96 / −0.56 %
- Fund Size $1.3B
- Adjusted Expense Ratio 0.720%
- Net Expense Ratio 0.410%
- Fee Level: Distribution Below Average
- Share Class Type Front Load
- Morningstar Category Target-Date 2035
- Equity Style Box (Funds) Large Blend
- Fixed-Income Style Box (Funds) Medium/Moderate
- Investment Status Open
- TTM Yield 2.00%
- Turnover Ratio 16%
Morningstar’s Analysis JHAYX
Will JHAYX outperform in the 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 90.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
JHancock U.S. Sector Rotation NAV | 23.18 | 287M | — |
JHancock International Stra Eq Allc NAV | 19.24 | 238M | — |
JHancock Bond NAV | 10.35 | 128M | — |
Vanguard Total Bond Market ETF | 10.32 | 128M | — |
Vanguard S&P 500 ETF | 7.11 | 88M | — |
Fidelity Mid Cap Index | 6.50 | 80M | — |
Vanguard FTSE Developed Markets ETF | 6.22 | 77M | — |
JHancock Emerging Markets Debt NAV | 2.97 | 37M | — |
Fidelity Small Cap Index | 2.14 | 26M | — |
JHancock High Yield NAV | 2.12 | 26M | — |