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 2035 Lifetime 1 JLHOX
- NAV / 1-Day Return 9.74 / +0.83 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.640%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Target-Date 2035
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.51%
- Turnover 20%
USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:18 PM GMT+0
Morningstar’s Analysis JLHOX
Will JLHOX 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 60.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock U.S. Sector Rotation NAV | 12.82 | 141.3 Mil | — |
JHancock International Stra Eq Allc NAV | 10.37 | 114.3 Mil | — |
JHancock Bond NAV | 7.00 | 77.1 Mil | — |
JHFunds2 Core Bond NAV | 5.54 | 61.1 Mil | — |
JHancock Equity Income NAV | 4.35 | 47.9 Mil | — |
JHancock Emerging Markets Equity NAV | 4.12 | 45.4 Mil | — |
JHancock Diversified Real Assets NAV | 4.04 | 44.6 Mil | — |
JHancock Blue Chip Growth NAV | 4.02 | 44.3 Mil | — |
JHFunds2 Mid Value NAV | 3.92 | 43.2 Mil | — |
JHancock Disciplined Value Intl NAV | 3.85 | 42.4 Mil | — |