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Morningstar

JHancock Multimanager 2030 Lifetime 1 JLFOX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 9.01  /  1.01 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.620%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.63%
  • Turnover 22%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:20 PM GMT+0

Morningstar’s Analysis JLFOX

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

People Pillar

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

A pricey and complex target-date offering.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

John Hancock Multimanager Lifetime target-date series’ complex approach and above average fees make it less appealing for retirement savers. The series maintains its Morningstar Analyst Rating of Neutral across all share classes.

by Stephen Margaria
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JLFOX

More JLFOX Holdings
  • Current Portfolio Date
  • Equity Holdings 4
  • Bond Holdings 9
  • Other Holdings 37
  • % Assets in Top 10 Holdings 57.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock U.S. Sector Rotation NAV

10.56
118,886,263
—

JHancock International Stra Eq Allc NAV

9.14
102,864,240
—

JHFunds2 Core Bond NAV

7.37
83,036,306
—

JHancock Bond NAV

7.19
80,943,840
—

JHancock Diversified Real Assets NAV

5.44
61,212,645
—

JHFunds2 Capital Appreciation Value NAV

3.58
40,353,435
—

JHancock Emerging Markets Debt NAV

3.49
39,309,617
—

JHancock Disciplined Value Intl NAV

3.49
39,261,699
—

JHancock Equity Income NAV

3.36
37,883,519
—

JHancock Short Duration Bond NAV

3.35
37,691,832
—