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JHancock Multimanager 2015 Lifetime R4 JLBGX

Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 7.74  /  −0.39 %
  • Total Assets 167.5 Mil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2015
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.60%
  • Turnover 17%

USD | NAV as of Jul 17, 2024 | 1-Day Return as of Jul 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis JLBGX

Will JLBGX outperform in future?

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

A complex approach lessens this target-date series’ appeal.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

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.

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Portfolio Holdings JLBGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 73.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock Bond NAV

13.61 22.8 Mil

JHFunds2 Core Bond NAV

13.59 22.7 Mil

JHancock Short Duration Bond NAV

8.85 14.8 Mil

JHancock Diversified Real Assets NAV

7.97 13.3 Mil

JHancock U.S. Sector Rotation NAV

6.48 10.8 Mil

JHancock Emerging Markets Debt NAV

5.14 8.6 Mil

JHancock International Stra Eq Allc NAV

5.09 8.5 Mil

JHancock Strategic Income Opps NAV

4.99 8.3 Mil

JHFunds2 Capital Appreciation Value NAV

4.01 6.7 Mil

JHancock High Yield NAV

3.42 5.7 Mil