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Morningstar

JHancock Income Presv Blend Ptf 1 JRFOX

Morningstar Analyst Rating
Analyst rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 9.81  /  0.71 %
  • Total Assets 482.7 Mil
  • Adj. Expense Ratio
    0.260%
  • Expense Ratio 0.380%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 3.66%
  • Turnover 19%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis JRFOX

Will JRFOX outperform in future?

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

Process Pillar

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

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

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

Two Comanager Additions and Glide-Path Updates Coming to this Target-Date Series; Ratings Unchanged

Associate Director

Analyst Note

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