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 2025 Lifetime R4 JLEGX
- NAV / 1-Day Return 8.98 / +0.11 %
- Total Assets 901.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.820%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Medium
- Category Target-Date 2025
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 3.53%
- Turnover 20%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0
Morningstar’s Analysis JLEGX
Will JLEGX 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 64.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock Bond NAV | 10.66 | 94.9 Mil | — |
JHFunds2 Core Bond NAV | 10.36 | 92.2 Mil | — |
JHancock International Stra Eq Allc NAV | 7.31 | 65.0 Mil | — |
JHancock Diversified Real Assets NAV | 7.05 | 62.7 Mil | — |
JHancock U.S. Sector Rotation NAV | 6.86 | 61.0 Mil | — |
JHancock Short Duration Bond NAV | 5.24 | 46.6 Mil | — |
JHFunds2 Capital Appreciation Value NAV | 4.72 | 42.0 Mil | — |
JHancock Emerging Markets Debt NAV | 4.61 | 41.0 Mil | — |
JHancock Strategic Income Opps NAV | 4.58 | 40.8 Mil | — |
JHancock High Yield NAV | 3.09 | 27.5 Mil | — |