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JHancock Multimanager 2040 Lifetime 1 JLIOX

Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 9.97  /  +1.12 %
  • Total Assets 965.9 Mil
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.630%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.20%
  • Turnover 19%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis JLIOX

Will JLIOX outperform in future?

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

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.

Rated on Published on

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Portfolio Holdings JLIOX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 62.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock U.S. Sector Rotation NAV

15.40 145.6 Mil

JHancock International Stra Eq Allc NAV

11.65 110.1 Mil

JHancock Equity Income NAV

5.15 48.7 Mil

JHancock Blue Chip Growth NAV

4.86 46.0 Mil

JHancock Emerging Markets Equity NAV

4.82 45.6 Mil

JHFunds2 Mid Value NAV

4.68 44.2 Mil

JHancock Bond NAV

4.25 40.2 Mil

JHancock Disciplined Value Intl NAV

3.99 37.7 Mil

JHancock Mid Cap Growth NAV

3.80 35.9 Mil

JHancock Disciplined Value NAV

3.79 35.8 Mil