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JHancock Multimanager 2015 Lifetime R4 (JLBGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
7.530.00 (0.00%)
At close: 06:45PM EDT

JHancock Multimanager 2015 Lifetime R4

Boston MA 02210

601 Congress Street

John Hancock Funds

Management Information
Robert E. Sykes,Lead Manager since February 19, 2018
Robert Sykes, CFA, is a managing director and portfolio manager with the Asset Allocation Team at John Hancock Investment Management. The Asset Allocation Team is responsible for the development and growth of John Hancock’s asset allocation solutions for individual and institutional investors in the US, Canada and Asia. Solutions include target risk, target date as well as a wide array of strategic, tactical, absolute return multi-asset class portfolios, and highly customized corporate pension plans. Robert assists in the day-to-day monitoring and portfolio management of John Hancock’s Target Risk and Target Date Portfolios and conducts fundamental research across various asset classes and investment strategies. In addition, Robert is active in the portfolio construction process, including asset allocation & manager selection. Prior to joining John Hancock, Robert spent four years at FactSet Research Systems as a senior consultant and portfolio analytics specialist. These analytical roles included consulting in the areas of portfolio construction, performance attribution, and risk analysis for over 40 institutional investment managers. Previously, he served as a financial analyst at Fidelity Investments. Robert is a CFA charterholder, and he is a member of the Boston Security Analysts Society and the CFA Institute. Education: Providence College, BS in Finance (with Distinction), 2001; Boston College, MS in Finance, 2015 Joined Company: 2008 Began Career: 2001
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryTarget-Date 2015
Fund FamilyJohn Hancock
Net Assets172.99M
YTD Return0.68%
Yield3.70%
Morningstar Rating★★★
Inception DateAug 31, 2011

Fund Operations

Last Dividend0.27
Last Cap Gain-5.00
Holdings Turnover17.00%
Average for CategoryN/A

Fees & Expenses

ExpenseJLBGXCategory Average
Annual Report Expense Ratio (net)0.53%0.41%
Prospectus Net Expense Ratio0.53%N/A
Prospectus Gross Expense Ratio0.97%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.23%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A