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.
JHancock 2055 Lifetime Blend Pft R4 JLKWX
- NAV / 1-Day Return 13.74 / +0.88 %
- Total Assets 375.6 Mil
-
Adj. Expense Ratio
- 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.
People Pillar
Parent Pillar
- 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 | — |