Morningstar

John Hancock Funds 2025 Lifetime Blend Portfolio Class R4 JRTDX

Morningstar Medalist Rating
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Medalist Rating as of See John Hancock Investment Hub
  • NAV / 1-Day Return $13.17  /  −0.23 %
  • Fund Size $803.5M
  • Adjusted Expense Ratio 0.600%
  • Net Expense Ratio 0.290%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Medium
  • Morningstar Category Target-Date 2025
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Closed
  • TTM Yield 2.88%
  • Turnover Ratio 19%
NAV and 1-Day Return as of

Morningstar’s Analysis JRTDX

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

  • People Pillar

    The People Pillar is our evaluation of the JRTDX 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 JRTDX’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 JRTDX

More JRTDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 83.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock U.S. Sector Rotation NAV

16.43 134M
—

Vanguard Total Bond Market ETF

14.37 117M
—

JHancock Bond NAV

13.81 113M
—

JHancock International Stra Eq Allc NAV

13.59 111M
—

Vanguard Short-Term Corporate Bond ETF

6.21 51M
—

JHancock Emerging Markets Debt NAV

5.11 42M
—

Vanguard FTSE Developed Markets ETF

3.85 31M
—

Fidelity Mid Cap Index

3.62 30M
—

JHancock High Yield NAV

3.33 27M
—

Vanguard S&P 500 ETF

3.13 26M
—

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