Skip to Content

JHancock 2055 Lifetime Blend Pft R4 JLKWX

Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 13.74  /  +0.88 %
  • Total Assets 375.6 Mil
  • Adj. Expense Ratio
    0.570%
  • Expense Ratio 0.570%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Closed
  • TTM Yield 1.85%
  • Turnover 29%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis JLKWX

Will JLKWX outperform in future?

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

Pros and cons.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

John Hancock’s Lifetime Blend target-date series sports an aggressive glide path based on sound research, but a lot of moving pieces under the hood dampen its appeal.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JLKWX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 92.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock U.S. Sector Rotation NAV

28.28 97.5 Mil

JHancock International Stra Eq Allc NAV

23.78 82.0 Mil

Fidelity Mid Cap Index

13.16 45.4 Mil

Vanguard S&P 500 ETF

12.81 44.2 Mil

Vanguard FTSE Emerging Markets ETF

4.18 14.4 Mil

Fidelity Small Cap Index

4.16 14.3 Mil

Vanguard FTSE Developed Markets ETF

1.81 6.2 Mil

Vanguard FTSE All-Wld ex-US SmCp ETF

1.76 6.1 Mil

Vanguard Health Care ETF

1.20 4.1 Mil

iShares MSCI USA Quality Factor ETF

1.01 3.5 Mil