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.
JHancock 2050 Lifetime Blend Ptf 1 JRLWX
- NAV / 1-Day Return 13.42 / −0.30 %
- Total Assets 485.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.360%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Target-Date 2050
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.99%
- Turnover 32%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0
Morningstar’s Analysis JRLWX
Will JRLWX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 90.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock U.S. Sector Rotation NAV | 27.83 | 134.3 Mil | — |
JHancock International Stra Eq Allc NAV | 23.17 | 111.9 Mil | — |
Fidelity Mid Cap Index | 13.02 | 62.9 Mil | — |
Vanguard S&P 500 ETF | 12.59 | 60.8 Mil | — |
Fidelity Small Cap Index | 4.15 | 20.0 Mil | — |
Vanguard FTSE Emerging Markets ETF | 4.08 | 19.7 Mil | — |
Jh Collateral | 2.00 | 9.7 Mil | Cash and Equivalents |
Vanguard FTSE Developed Markets ETF | 1.76 | 8.5 Mil | — |
Vanguard FTSE All-Wld ex-US SmCp ETF | 1.72 | 8.3 Mil | — |
Vanguard Health Care ETF | 1.15 | 5.6 Mil | — |