Morningstar

John Hancock Funds 2050 Lifetime Blend Portfolio Class 1 JRLWX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $19.21  /  +0.63 %
  • Fund Size $888.4M
  • Adjusted Expense Ratio 0.360%
  • Net Expense Ratio 0.050%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Target-Date 2050
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.63%
  • Turnover Ratio 11%
NAV and 1-Day Return as of

Morningstar’s Analysis JRLWX

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

  • People Pillar

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

Be prepared to ride this target-date series’ ups and downs.

Director Janet Yang Rohr

Janet Yang Rohr

Director

Summary

John Hancock Lifetime Blend target-date series’ relatively aggressive stance has led to a predictably bumpy ride.

by Janet Yang Rohr
Rated on Published on

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Portfolio Holdings JRLWX

More JRLWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock U.S. Sector Rotation NAV

30.23 268M
—

JHancock International Stra Eq Allc NAV

26.91 239M
—

Vanguard S&P 500 ETF

14.69 130M
—

Fidelity Mid Cap Index

10.89 97M
—

Vanguard FTSE Developed Markets ETF

5.35 47M
—

JHancock Bond NAV

3.78 34M
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Fidelity Small Cap Index

3.50 31M
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Vanguard FTSE Emerging Markets ETF

2.73 24M
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JHancock Emerging Markets Debt NAV

0.62 5M
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JHancock High Yield NAV

0.36 3M
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