Morningstar

John Hancock Funds 2040 Lifetime Blend Portfolio Class R6 JRTWX

Morningstar Medalist Rating
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Medalist Rating as of See John Hancock Investment Hub
  • NAV / 1-Day Return $17.39  /  +0.23 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 0.320%
  • Net Expense Ratio —
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • Morningstar Category Target-Date 2040
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.07%
  • Turnover Ratio 17%
NAV and 1-Day Return as of

Morningstar’s Analysis JRTWX

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

  • People Pillar

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

More JRTWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 93.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock U.S. Sector Rotation NAV

25.08 270M
—

JHancock International Stra Eq Allc NAV

23.02 248M
—

Vanguard S&P 500 ETF

10.99 118M
—

Fidelity Mid Cap Index

7.99 86M
—

JHancock Bond NAV

7.34 79M
—

Vanguard Total Bond Market ETF

7.33 79M
—

Vanguard FTSE Developed Markets ETF

5.88 63M
—

Fidelity Small Cap Index

2.55 27M
—

JHancock Emerging Markets Debt NAV

2.20 24M
—

JHancock High Yield NAV

1.55 17M
—

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