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JHancock Retire Living through 2030 1 (JLFOX)

12.09 0.00(0.00%) Aug 20
Prev Close:12.09
YTD Return*:4.13%
Net Assets*:1.30B
Yield*:2.27%

* As of 31-Jul-14

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

Top Holdings

Symbol% AssetsYTD Return %
JHFunds2 Strategic Equity Allc NAV34.96N/A
JHancock Emerging Markets NAV3.87N/A
JHFunds2 Capital Appreciation Value NAV3.75N/A
JHFunds2 Science & Technology NAV2.65N/A
JHFunds2 Alpha Opportunities NAV2.55N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.3B
Category:Target Date 2026-2030
Annual Report Expense Ratio (net):0.13%

Performance & Risk

YTD Return:4.13%
5y Avg Return:12.99%
Rank in Category (ytd):21
% Rank in Category (ytd):8.97%
Beta (3y):1.49
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 2030. 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 2030, currently has a target asset allocation of 86% of its assets in underlying funds that invest primarily in equity securities. View More
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