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 2010 Lifetime R5 JLAHX
- NAV / 1-Day Return 7.72 / +0.52 %
- Total Assets 119.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.560%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Target-Date 2000-2010
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 3.98%
- Turnover 25%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0
Morningstar’s Analysis JLAHX
Will JLAHX 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 76.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHFunds2 Core Bond NAV | 14.96 | 18.0 Mil | — |
JHancock Bond NAV | 14.32 | 17.2 Mil | — |
JHancock Short Duration Bond NAV | 11.25 | 13.5 Mil | — |
JHancock Diversified Real Assets NAV | 7.87 | 9.5 Mil | — |
JHancock Emerging Markets Debt NAV | 5.42 | 6.5 Mil | — |
JHancock Strategic Income Opps NAV | 5.24 | 6.3 Mil | — |
JHancock U.S. Sector Rotation NAV | 4.87 | 5.9 Mil | — |
JHancock Floating Rate Income NAV | 4.19 | 5.0 Mil | — |
JHancock International Stra Eq Allc NAV | 4.11 | 4.9 Mil | — |
JHFunds2 Capital Appreciation Value NAV | 3.83 | 4.6 Mil | — |