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    JHancock Retire Living through 2015 R5 (JLBHX)

    10.66 Down 0.01(0.09%) Feb 27
    Prev Close:10.67
    YTD Return*:-0.38%
    Net Assets*:622.18M
    Yield*:3.08%

    * As of 31-Jan-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for JLBHX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    JHFunds2 Strategic Equity Allc NAV21.29N/A
    JHancock Floating Rate Income NAV6.93N/A
    JHFunds2 Active Bond NAV6.55N/A
    JHFunds2 Total Return NAV4.70N/A
    JHancock Strategic Income Opps NAV4.52N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:622.18M
    Category:Target Date 2011-2015
    Annual Report Expense Ratio (net):0.13%

    Performance & Risk

    YTD Return:-0.38%
    5y Avg Return:9.04%
    Rank in Category (ytd):83
    % Rank in Category (ytd):41.92%
    Beta (3y):0.93
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks high total return through the fund's target retirement date, with a greater focus on income beyond the target date. The fund invests substantially all of its assets in underlying funds using an asset allocation strategy designed for investors expected to retire in 2015. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time. The fund is designed for investors planning to retire around the year 2015, currently has a target asset allocation of 52% of its assets in underlying funds that invest primarily in equity securities. View More
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