Morningstar

John Hancock Funds 2055 Lifetime Blend Portfolio Class A JHBJX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See John Hancock Investment Hub
  • NAV / 1-Day Return $18.92  /  +0.64 %
  • Fund Size $702.6M
  • Adjusted Expense Ratio 0.720%
  • Net Expense Ratio 0.410%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Target-Date 2055
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.33%
  • Turnover Ratio 10%
NAV and 1-Day Return as of

Morningstar’s Analysis JHBJX

Will JHBJX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JHBJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JHBJX 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 JHBJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Be prepared to ride this target-date series’ ups and downs.

Director Janet Yang Rohr

Janet Yang Rohr

Director

Summary

John Hancock Lifetime Blend target-date series’ relatively aggressive stance has led to a predictably bumpy ride.

by Janet Yang Rohr
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JHBJX

More JHBJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock U.S. Sector Rotation NAV

30.38 214M
—

JHancock International Stra Eq Allc NAV

27.00 190M
—

Vanguard S&P 500 ETF

15.14 106M
—

Fidelity Mid Cap Index

11.09 78M
—

Vanguard FTSE Developed Markets ETF

5.36 38M
—

Fidelity Small Cap Index

3.56 25M
—

JHancock Bond NAV

3.41 24M
—

Vanguard FTSE Emerging Markets ETF

2.75 19M
—

JHancock Emerging Markets Debt NAV

0.57 4M
—

JHancock High Yield NAV

0.32 2M
—

Sponsor Center