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 2030 Lifetime Blend Ptf 1 JRTGX
- NAV / 1-Day Return 11.86 / +0.08 %
- Total Assets 799.3 Mil
-
Adj. Expense Ratio
- 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.
People Pillar
Parent Pillar
- 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 | — |