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 2020 Lifetime I JHRVX
- NAV / 1-Day Return 7.97 / −0.25 %
- Total Assets 452.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.660%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Target-Date 2020
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 3.44%
- Turnover 19%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0
Morningstar’s Analysis JHRVX
Will JHRVX 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 69.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHFunds2 Core Bond NAV | 12.53 | 57.0 Mil | — |
JHancock Bond NAV | 12.22 | 55.6 Mil | — |
JHancock Diversified Real Assets NAV | 7.49 | 34.1 Mil | — |
JHancock Short Duration Bond NAV | 7.22 | 32.8 Mil | — |
JHancock U.S. Sector Rotation NAV | 6.15 | 28.0 Mil | — |
JHancock International Stra Eq Allc NAV | 6.03 | 27.4 Mil | — |
JHancock Emerging Markets Debt NAV | 5.07 | 23.1 Mil | — |
JHancock Strategic Income Opps NAV | 4.75 | 21.6 Mil | — |
JHFunds2 Capital Appreciation Value NAV | 4.38 | 19.9 Mil | — |
JHancock High Yield NAV | 3.38 | 15.4 Mil | — |