Morningstar

John Hancock Funds 2015 Lifetime Blend Portfolio Class R6 JRLLX

Morningstar Medalist Rating
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Medalist Rating as of See John Hancock Investment Hub
  • NAV / 1-Day Return $11.51  /  −0.17 %
  • Fund Size $90.4M
  • Adjusted Expense Ratio 0.370%
  • Net Expense Ratio 0.110%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Large
  • Morningstar Category Target-Date 2015
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 3.76%
  • Turnover Ratio 20%
NAV and 1-Day Return as of

Morningstar’s Analysis JRLLX

Will JRLLX outperform in the 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 JRLLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JRLLX 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 JRLLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strategic changes under the hood.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

John Hancock Lifetime Blend target-date series possesses a reasonable more-aggressive glide path, but it’s still searching for an edge in the competitive target-date space.

by Stephen Margaria
Rated on Published on

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Portfolio Holdings JRLLX

More JRLLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 81.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard Total Bond Market ETF

16.63 15M
—

JHancock Bond NAV

16.02 15M
—

JHancock U.S. Sector Rotation NAV

11.36 10M
—

Vanguard Short-Term Corporate Bond ETF

9.72 9M
—

Vanguard FTSE Developed Markets ETF

6.30 6M
—

JHancock International Stra Eq Allc NAV

5.80 5M
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JHancock Emerging Markets Debt NAV

5.60 5M
—

JHancock High Yield NAV

3.62 3M
—

JHancock Global Senior Loan ETF

3.40 3M
—

Vanguard S&P 500 ETF

2.95 3M
—

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