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 1 JLKOX
- NAV / 1-Day Return 12.27 / +1.15 %
- Total Assets 594.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.650%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Target-Date 2050
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.73%
- Turnover 17%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0
Morningstar’s Analysis JLKOX
Will JLKOX 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 73.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock U.S. Sector Rotation NAV | 18.64 | 113.4 Mil | — |
JHancock International Stra Eq Allc NAV | 12.88 | 78.3 Mil | — |
JHancock Emerging Markets Equity NAV | 6.41 | 39.0 Mil | — |
JHancock Equity Income NAV | 6.32 | 38.4 Mil | — |
JHFunds2 Mid Value NAV | 6.04 | 36.7 Mil | — |
JHancock Blue Chip Growth NAV | 5.67 | 34.5 Mil | — |
JHancock Mid Cap Growth NAV | 4.64 | 28.2 Mil | — |
JHancock Disciplined Value NAV | 4.55 | 27.7 Mil | — |
JHancock Disciplined Value Intl NAV | 4.51 | 27.4 Mil | — |
JHFunds2 Capital Appreciation NAV | 3.92 | 23.9 Mil | — |