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 Morningstar Analyst Rating of Neutral for every share class but the most expensive R1 share class, which gets a Negative rating.
Will JRHSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JRHSX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JRHSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of JRHSX’s parent organization’s priorities and whether they’re in line with investors’ interests.