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Morningstar

JHancock Multi-Index 2045 Presv R4 JRVPX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 10.93  /  0.64 %
  • Total Assets 696.8 Mil
  • Adj. Expense Ratio
    0.210%
  • Expense Ratio 0.630%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Target-Date 2045
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.34%
  • Turnover 93%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis JRVPX

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

People Pillar

The People Pillar is our evaluation of the JRVPX 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 JRVPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Two Comanager Additions and Glide-Path Updates Coming to this Target-Date Series; Ratings Unchanged

Associate Director

Analyst Note

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