Morningstar

John Hancock Funds II Multimanager 2040 Lifetime Portfolio Class R5 JLIHX

Medalist Rating as of Apr 27, 2026 See John Hancock Investment Hub

Strategy

The investment seeks high total return through the fund's target retirement date, with a greater focus on income beyond the target date. The fund invests substantially all of its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2040. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JLIOX	John Hancock Funds II Multimanager 2040 Lifetime Portfolio Class 1	No Load	Open			Oct 30, 2006	$763.59M	0.630%	Above Average	$0	$4.18M
JHRDX	John Hancock Funds II Multimanager 2040 Lifetime Portfolio Class I	Institutional	Open			Mar 27, 2015	$1.20M	0.690%	High	$250,000	$252,510.25
JLIAX	John Hancock Funds II Multimanager 2040 Lifetime Portfolio Class A	Front Load	Open			Oct 30, 2006	$205.09M	0.990%	High	$1,000	−$14.93M
JLIHX	John Hancock Funds II Multimanager 2040 Lifetime Portfolio Class R5	Retirement, Large	Open			Oct 30, 2006	$4.28M	0.640%	High	$0	−$596,233.64
JLIIX	John Hancock Funds II Multimanager 2040 Lifetime Portfolio Class R6	Retirement, Large	Open			Sep 1, 2011	$31.17M	0.590%	High	$1M	−$55.06M
JLIGX	John Hancock Funds II Multimanager 2040 Lifetime Portfolio Class R4	Retirement, Medium	Open			Oct 30, 2006	$327,393.00	0.840%	Below Average	$0	$26,600.98
JLIEX	John Hancock Funds II Multimanager 2040 Lifetime Portfolio Class R2	Retirement, Medium	Open			Mar 1, 2012	$6.49M	1.090%	Above Average	$0	$205,875.10

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