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 R4 JLDGX
- NAV / 1-Day Return 8.27 / +0.73 %
- Total Assets 433.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.800%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Medium
- Category Target-Date 2020
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 3.32%
- Turnover 19%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0
Morningstar’s Analysis JLDGX
Will JLDGX 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 69.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHFunds2 Core Bond NAV | 12.45 | 55.4 Mil | — |
JHancock Bond NAV | 12.15 | 54.0 Mil | — |
JHancock Diversified Real Assets NAV | 7.74 | 34.4 Mil | — |
JHancock U.S. Sector Rotation NAV | 7.49 | 33.3 Mil | — |
JHancock Short Duration Bond NAV | 7.01 | 31.2 Mil | — |
JHancock International Stra Eq Allc NAV | 6.02 | 26.7 Mil | — |
JHancock Emerging Markets Debt NAV | 4.84 | 21.5 Mil | — |
JHancock Strategic Income Opps NAV | 4.73 | 21.0 Mil | — |
JHFunds2 Capital Appreciation Value NAV | 4.08 | 18.2 Mil | — |
JHancock High Yield NAV | 3.24 | 14.4 Mil | — |