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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 9.20  /  0.00
  • 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 3.00%
  • Turnover 22%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 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 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 JLFOX

More JLFOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock U.S. Sector Rotation NAV

10.43 123.6 Mil
—

JHancock International Stra Eq Allc NAV

9.02 107.0 Mil
—

JHFunds2 Core Bond NAV

7.88 93.3 Mil
—

JHancock Bond NAV

7.50 88.9 Mil
—

JHancock Diversified Real Assets NAV

5.60 66.4 Mil
—

JHFunds2 Capital Appreciation Value NAV

3.78 44.8 Mil
—

JHancock Emerging Markets Debt NAV

3.61 42.8 Mil
—

JHancock Disciplined Value Intl NAV

3.39 40.1 Mil
—

JHancock Equity Income NAV

3.20 38.0 Mil
—

JHancock Short Duration Bond NAV

3.14 37.2 Mil
—