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 2050 Lifetime A JLKAX
- NAV / 1-Day Return 11.93 / +0.68 %
- Total Assets 621.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.020%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Target-Date 2050
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.49%
- Turnover 17%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0
Morningstar’s Analysis JLKAX
Will JLKAX 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 71.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock U.S. Sector Rotation NAV | 17.06 | 98.7 Mil | — |
JHancock International Stra Eq Allc NAV | 12.85 | 74.4 Mil | — |
JHancock Emerging Markets Equity NAV | 6.42 | 37.1 Mil | — |
JHancock Equity Income NAV | 6.16 | 35.6 Mil | — |
JHFunds2 Mid Value NAV | 5.96 | 34.5 Mil | — |
JHancock Blue Chip Growth NAV | 5.74 | 33.2 Mil | — |
JHancock Mid Cap Growth NAV | 4.73 | 27.3 Mil | — |
JHancock Disciplined Value NAV | 4.52 | 26.2 Mil | — |
JHancock Disciplined Value Intl NAV | 4.41 | 25.5 Mil | — |
JHFunds2 Capital Appreciation NAV | 4.00 | 23.2 Mil | — |