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    JHancock Retire Living through 2040 R5 (JLIHX)

    12.34 Up 0.05(0.41%) Dec 22
    Prev Close:12.29
    YTD Return*:6.90%
    Net Assets*:848.00M
    Yield*:2.08%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for JLIHX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    JHFunds2 Strategic Equity Allc NAV38.02N/A
    JHancock Emerging Markets NAV4.49N/A
    JHFunds2 Alpha Opportunities NAV3.96N/A
    JHFunds2 Capital Appreciation Value NAV3.57N/A
    JHFunds2 Science & Technology NAV2.87N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:848M
    Category:Target Date 2036-2040
    Annual Report Expense Ratio (net):0.13%

    Performance & Risk

    YTD Return:6.90%
    5y Avg Return:11.73%
    Rank in Category (ytd):40
    % Rank in Category (ytd):17.62%
    Beta (3y):1.42
    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 around the year 2040. It currently has a target asset allocation of 95% of its assets in underlying funds that invest primarily in equity securities. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time. View More
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