Morningstar

John Hancock Funds II Multimanager 2040 Lifetime Portfolio Class I JHRDX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $12.29  /  −0.32 %
  • Fund Size $1.0B
  • Adjusted Expense Ratio 0.690%
  • Net Expense Ratio 0.110%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2040
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.94%
  • Turnover Ratio 22%
NAV and 1-Day Return as of

Morningstar’s Analysis JHRDX

Will JHRDX 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 JHRDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Recalibrated but unproven.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

John Hancock Multimanager Lifetime target-date series’ experienced managers recently made structural and allocation changes, but the strategy’s evolving framework needs time to prove itself and tempers conviction.

by Stephen Margaria
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Portfolio Holdings JHRDX

More JHRDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 74.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock International Stra Eq Allc NAV

15.10 160M
—

JHancock U.S. Sector Rotation NAV

14.50 154M
—

JHancock Disciplined Value NAV

9.29 98M
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JHancock Blue Chip Growth NAV

8.86 94M
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JHancock Bond NAV

7.15 76M
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JHancock Disciplined Value Intl NAV

5.06 54M
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JHFunds2 Core Bond NAV

4.71 50M
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JHancock International Dynamic Gr NAV

4.16 44M
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JHFunds2 Mid Value NAV

3.31 35M
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JHancock Mid Cap Growth NAV

2.74 29M
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