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 2040 Lifetime Blend Portfolio Class A JHBAX
- NAV / 1-Day Return 17.22 / +0.47 %
- Total Assets 1.1B
-
Adj. Expense Ratio
0.720%
- Expense Ratio 0.410%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Target-Date 2040
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.72%
- Turnover 16%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:30 AM GMT+0
Morningstar’s Analysis JHBAX
Will JHBAX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the JHBAX 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 JHBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 94.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
JHancock U.S. Sector Rotation NAV | 25.96 | 282M | — |
JHancock International Stra Eq Allc NAV | 23.13 | 251M | — |
Vanguard S&P 500 ETF | 11.46 | 124M | — |
Fidelity Mid Cap Index | 8.42 | 91M | — |
Vanguard Total Bond Market ETF | 6.53 | 71M | — |
JHancock Bond NAV | 6.53 | 71M | — |
Vanguard FTSE Developed Markets ETF | 5.85 | 63M | — |
Fidelity Small Cap Index | 2.43 | 26M | — |
JHancock Emerging Markets Debt NAV | 2.09 | 23M | — |
JHancock High Yield NAV | 1.66 | 18M | — |
United States