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John Hancock Funds II - Retirement Choices at 2060 Fund (JSATX)

10.87 0.00 (0.00%)
At close: December 13 at 8:00 PM EST
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DELL
  • Previous Close 10.87
  • YTD Return 6.97%
  • Expense Ratio 0.88%
  • Category Target-Date 2060+
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 1.44M
  • Beta (5Y Monthly) 1.26
  • Yield 1.16%
  • 5y Average Return --
  • Holdings Turnover 95.00%
  • Last Dividend 0.04
  • Inception Date Mar 30, 2016

Under normal market conditions, the fund primarily invests its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2060. 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 Portfolio has a target asset allocation of 85% of its assets in underlying funds that invest primarily in equity securities.

John Hancock

Fund Family

Target-Date 2060+

Fund Category

1.44M

Net Assets

2016-03-30

Inception Date

Performance Overview: JSATX

Trailing returns as of 8/25/2023. Category is Target-Date 2060+.

YTD Return

JSATX
6.97%
Category
6.10%
 

1-Year Return

JSATX
0.70%
Category
14.41%
 

3-Year Return

JSATX
2.74%
Category
4.94%
 

5-Year Return

JSATX
4.59%
Category
9.53%
 

Holdings: JSATX

Top 5 Holdings (27.12% of Total Assets)

SymbolCompany% Assets
FSMDX
Fidelity Mid Cap Index 12.13%
BND
Vanguard Total Bond Market Index Fund 4.86%
VWO
Vanguard Emerging Markets Stock Index Fund 4.16%
FSSNX
Fidelity Small Cap Index 3.83%
VCIT
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares 2.14%

Sector Weightings

SectorJSATX
Technology   21.06%
Healthcare   13.36%
Industrials   10.26%
Energy   4.65%
Real Estate   3.22%
Utilities   3.10%

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