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    JHancock Retire Living through 2020 R5 (JLDHX)

    11.09 Up 0.02(0.18%) Mar 27
    Prev Close:11.07
    YTD Return*:2.76%
    Net Assets*:1.25B
    Yield*:2.73%

    * As of 28-Feb-15

    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 NAV25.30N/A
    JHancock Floating Rate Income NAV5.35N/A
    JHFunds2 Active Bond NAV4.22N/A
    JHancock Strategic Income Opps NAV4.13N/A
    JHFunds2 Capital Appreciation Value NAV4.03N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.25B
    Category:Target Date 2016-2020
    Annual Report Expense Ratio (net):0.13%

    Performance & Risk

    YTD Return:2.76%
    5y Avg Return:10.05%
    Rank in Category (ytd):33
    % Rank in Category (ytd):12.89%
    Beta (3y):1.09
    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 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 62% of its assets in underlying funds that invest primarily in equity securities. View More
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