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JHancock Multimanager 2015 Lifetime R6 (JLBJX)

7.33 +0.02 (+0.27%)
As of 8:05 AM EDT. Market Open.

Fund Summary

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 2015. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time.

JHancock Multimanager 2015 Lifetime R6

Boston MA 02210
601 Congress Street

Fund Overview

Category Target-Date 2015
Fund Family John Hancock
Net Assets 175.41M
YTD Return 2.74%
Yield 3.75%
Morningstar Rating
Inception Date Oct 30, 2006

Fund Operations

Last Dividend 0.28
Last Cap Gain -5.00
Holdings Turnover 17.00%
Average for Category --

Fees & Expenses

Expense JLBJX Category Average
Annual Report Expense Ratio (net) 0.94% 0.41%
Prospectus Net Expense Ratio 0.94% --
Prospectus Gross Expense Ratio 1.38% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.23%
Max Deferred Sales Load -- 1.00%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Robert E. Sykes, Lead Manager since February 20, 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.

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