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Morningstar

JHancock Multimanager 2020 Lifetime R5 JLDHX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 7.73  /  0.26 %
  • Total Assets 541.0 Mil
  • Adj. Expense Ratio
    0.060%
  • Expense Ratio 0.600%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 3.09%
  • Turnover 38%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis JLDHX

Will JLDHX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JLDHX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the JLDHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of JLDHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Upcoming Comanager Promotions at the John Hancock Multimanager Lifetime Portfolios

Associate Director

Analyst Note

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