Dow Up 0.53% Nasdaq Up 0.60%

JHancock Retire Living through 2020 R5 (JLDHX)

11.60 0.00(0.00%) Sep 17
Prev Close:11.60
YTD Return*:6.56%
Net Assets*:1.26B
Yield*:2.51%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for JLDHX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JHFunds2 Strategic Equity Allc NAV26.18N/A
JHancock Floating Rate Income NAV5.43N/A
JHFunds2 Capital Appreciation Value NAV3.96N/A
JHFunds2 Total Return NAV3.79N/A
JHFunds2 Active Bond NAV3.79N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.26B
Category:Target Date 2016-2020
Annual Report Expense Ratio (net):0.13%

Performance & Risk

YTD Return:6.56%
5y Avg Return:11.75%
Rank in Category (ytd):9
% Rank in Category (ytd):3.85%
Beta (3y):1.20
Morningstar Risk Rating:4

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 2020. 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 2020, currently has a target asset allocation of 65% of its assets in underlying funds that invest primarily in equity securities. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback