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JHancock Multi-Index Income Presv 1 JRFOX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
12.00  /  0.00
Total Assets
685.0 Mil
Adj. Expense Ratio
0.380%
Expense Ratio
0.380%
Fee Level
Low
Longest Manager Tenure
8.20 years
Category
Target-Date Retirement
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
1.33%
Turnover
63%

USD | NAV as of Jul 27, 2021 | 1-Day Return as of Jul 27, 2021, 9:29 PM GMT+00:00

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Morningstar’s Analysis

Will JRFOX outperform in future?

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

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JRFOX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the JRFOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

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The Parent Pillar is our rating of JRFOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A bond-heavy approach, even for investors playing defense.

Director

Summary

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The John Hancock Multi-Index Preservation series emphasizes preserving wealth rather than maximizing returns. The overt focus on downside protection results in a conservative equity glide path that isn't suitable for most retirement savers, supporting a renewed Morningstar Analyst Rating of Neutral for all its share classes.

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