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Morningstar

JHancock Multimanager 2020 Lifetime 1 JLDOX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 7.94  /  −0.75 %
  • Total Assets 452.1 Mil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.590%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.52%
  • Turnover 19%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:44 PM GMT+0

Morningstar’s Analysis JLDOX

Will JLDOX 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 JLDOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JLDOX 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 JLDOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Stephen Margaria
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JLDOX

More JLDOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 69.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHFunds2 Core Bond NAV

12.53 57.0 Mil
—

JHancock Bond NAV

12.22 55.6 Mil
—

JHancock Diversified Real Assets NAV

7.49 34.1 Mil
—

JHancock Short Duration Bond NAV

7.22 32.8 Mil
—

JHancock U.S. Sector Rotation NAV

6.15 28.0 Mil
—

JHancock International Stra Eq Allc NAV

6.03 27.4 Mil
—

JHancock Emerging Markets Debt NAV

5.07 23.1 Mil
—

JHancock Strategic Income Opps NAV

4.75 21.6 Mil
—

JHFunds2 Capital Appreciation Value NAV

4.38 19.9 Mil
—

JHancock High Yield NAV

3.38 15.4 Mil
—