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 2015 Lifetime R5 JLBHX
- NAV / 1-Day Return 7.66 / +0.66 %
- Total Assets 161.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.580%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Target-Date 2015
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 3.68%
- Turnover 17%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0
Morningstar’s Analysis JLBHX
Will JLBHX 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 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 | — |