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Morningstar

JHancock 2045 Lifetime Blend Ptf 1 JRLQX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 12.90  /  −0.08 %
  • Total Assets 571.6 Mil
  • Adj. Expense Ratio
    0.360%
  • Expense Ratio 0.360%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2045
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.06%
  • Turnover 29%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis JRLQX

Will JRLQX 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 JRLQX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Pros and cons.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

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.

by Stephen Margaria
Rated on Published on

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Portfolio Holdings JRLQX

More JRLQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 89.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock U.S. Sector Rotation NAV

27.50 158.2 Mil
—

JHancock International Stra Eq Allc NAV

22.74 130.8 Mil
—

Fidelity Mid Cap Index

12.25 70.5 Mil
—

Vanguard S&P 500 ETF

11.53 66.3 Mil
—

Fidelity Small Cap Index

3.88 22.3 Mil
—

Vanguard FTSE Emerging Markets ETF

3.68 21.2 Mil
—

Vanguard FTSE Developed Markets ETF

2.08 11.9 Mil
—

Vanguard Total Bond Market ETF

1.98 11.4 Mil
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Vanguard FTSE All-Wld ex-US SmCp ETF

1.75 10.0 Mil
—

JHancock Bond NAV

1.70 9.8 Mil
—