Skip to Content

JHancock 2030 Lifetime Blend Ptf 1 JRTGX

Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 11.86  /  +0.08 %
  • Total Assets 799.3 Mil
  • Adj. Expense Ratio
    0.370%
  • Expense Ratio 0.370%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.63%
  • Turnover 16%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0

Morningstar’s Analysis JRTGX

Will JRTGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JRTGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 68.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock U.S. Sector Rotation NAV

18.08 145.5 Mil

JHancock International Stra Eq Allc NAV

14.89 119.9 Mil

Vanguard Total Bond Market ETF

9.52 76.6 Mil

Fidelity Mid Cap Index

6.68 53.8 Mil

Vanguard Interm-Term Corp Bd ETF

6.35 51.1 Mil

Jh Collateral

4.98 40.1 Mil
Cash and Equivalents

iShares MSCI Global Min Vol Factor ETF

3.42 27.5 Mil

Vanguard Emerging Mkts Govt Bd ETF

2.36 19.0 Mil

Xtrackers USD High Yield Corp Bd ETF

2.30 18.5 Mil

Vanguard Dividend Appreciation ETF

2.29 18.4 Mil