JHancock Retire Living through 2020 R3 (JLDFX)
11.27 0.10(0.90%) Dec 18
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for JLDFX at this time.
|Symbol||% Assets||YTD Return %|
|JHFunds2 Strategic Equity Allc NAV||26.43||N/A|
|JHancock Floating Rate Income NAV||5.27||N/A|
|JHFunds2 Total Return NAV||4.02||N/A|
|JHFunds2 Active Bond NAV||4.00||N/A|
|JHFunds2 Capital Appreciation Value NAV||3.84||N/A|
|Morningstar Overall Rating:|
|Category:||Target Date 2016-2020|
|Annual Report Expense Ratio (net):||0.73%|
Performance & Risk
|5y Avg Return:||14.90%|
|Rank in Category (ytd):||17|
|% Rank in Category (ytd):||7.66%|
|Morningstar Risk Rating:||5|
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 normally substantially all of its assets in underlying funds using an asset allocation strategy designed for investors expected to retire in 2020. It has a target asset allocation of 70% of its assets in underlying funds that invest primarily in equity securities. In addition to investing in ETFs, the fund may also invest in U.S. government securities and derivatives, such as credit default swaps and options on equity index futures, interest-rate swaps and foreign currency forward contracts. View More