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 2030 Lifetime I JHRGX
- NAV / 1-Day Return 9.26 / −0.32 %
- Total Assets 1.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.690%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Target-Date 2030
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.93%
- Turnover 22%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0
Morningstar’s Analysis JHRGX
Will JHRGX 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 57.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock U.S. Sector Rotation NAV | 10.43 | 123.6 Mil | — |
JHancock International Stra Eq Allc NAV | 9.02 | 107.0 Mil | — |
JHFunds2 Core Bond NAV | 7.88 | 93.3 Mil | — |
JHancock Bond NAV | 7.50 | 88.9 Mil | — |
JHancock Diversified Real Assets NAV | 5.60 | 66.4 Mil | — |
JHFunds2 Capital Appreciation Value NAV | 3.78 | 44.8 Mil | — |
JHancock Emerging Markets Debt NAV | 3.61 | 42.8 Mil | — |
JHancock Disciplined Value Intl NAV | 3.39 | 40.1 Mil | — |
JHancock Equity Income NAV | 3.20 | 38.0 Mil | — |
JHancock Short Duration Bond NAV | 3.14 | 37.2 Mil | — |