Skip to Content

JHancock Multi-Index 2020 Presv R4 JRWPX

NAV / 1-Day Return
 / 
Total Assets
494.1 Mil
Adj. Expense Ratio
0.590%
Expense Ratio
0.590%
Fee Level
Low
Longest Manager Tenure
7.81 years
Category
Target-Date 2020
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.74%
Turnover
63%
Premium

Morningstar’s Analysis

Will JRWPX outperform in future?

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

John Hancock's Co-Head of Asset Allocation to Retire; No Change to Ratings

Analyst Note

| |

Effective July 12, 2018, Bob Boyda is no longer a portfolio manager on John Hancock's suite of target-date funds, target-risk funds, or its multimanager alternatives fund. Boyda will remain with the firm in an advisory role until he officially retires in the first quarter of 2019. Nathan Thooft, who was named co-head of asset allocation along with Boyda in 2015, will now be the sole head. Thooft joined the funds' portfolio manager roster in 2013 and had been increasingly taking over the day-to-day responsibilities of the funds. The team continues to sport a deep bench with 14 investment analysts and access to the firm's impressive manager selection team. This continues to support the funds' Positive ratings for People, and there is no impact to the funds' Morningstar Analyst Ratings.

Unlock our full analysis with Morningstar Premium