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 2040 Lifetime R5 JLIHX
- NAV / 1-Day Return 10.26 / +0.49 %
- Total Assets 949.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.640%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Target-Date 2040
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.27%
- Turnover 19%
USD | NAV as of May 10, 2024 | 1-Day Return as of May 10, 2024, 10:12 PM GMT+0
Morningstar’s Analysis JLIHX
Will JLIHX 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 62.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock U.S. Sector Rotation NAV | 15.55 | 151.2 Mil | — |
JHancock International Stra Eq Allc NAV | 11.68 | 113.5 Mil | — |
JHancock Equity Income NAV | 5.26 | 51.1 Mil | — |
JHancock Emerging Markets Equity NAV | 4.82 | 46.9 Mil | — |
JHFunds2 Mid Value NAV | 4.73 | 46.0 Mil | — |
JHancock Blue Chip Growth NAV | 4.70 | 45.7 Mil | — |
JHancock Disciplined Value Intl NAV | 4.16 | 40.5 Mil | — |
JHancock Bond NAV | 4.14 | 40.2 Mil | — |
JHancock Disciplined Value NAV | 3.82 | 37.2 Mil | — |
JHancock Mid Cap Growth NAV | 3.68 | 35.7 Mil | — |