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JHancock Multimanager 2040 Lifetime A JLIAX

Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 9.86  /  +0.20 %
  • Total Assets 943.9 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.03%
  • Turnover 19%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 PM GMT+0

Morningstar’s Analysis JLIAX

Will JLIAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

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Portfolio Holdings JLIAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 62.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock U.S. Sector Rotation NAV

15.05 138.3 Mil

JHancock International Stra Eq Allc NAV

11.88 109.2 Mil

JHancock Equity Income NAV

5.21 47.9 Mil

JHancock Emerging Markets Equity NAV

4.96 45.6 Mil

JHancock Blue Chip Growth NAV

4.70 43.2 Mil

JHFunds2 Mid Value NAV

4.67 42.9 Mil

JHancock Bond NAV

4.18 38.4 Mil

JHancock Disciplined Value Intl NAV

4.14 38.0 Mil

JHancock Disciplined Value NAV

3.77 34.7 Mil

JHancock Mid Cap Growth NAV

3.67 33.7 Mil