Nasdaq - Delayed Quote USD

JHancock 2035 Lifetime Blend Ptf R4 (JRTMX)

11.96 -0.02 (-0.17%)
As of 8:05 AM EDT. Market Open.

Top 6 Holdings (29.74% of Total Assets)

SymbolCompany% Assets
FSMDX
Fidelity Mid Cap Index 8.79%
BND
Vanguard Total Bond Market Index Fund 7.20%
VOO
Vanguard S&P 500 ETF 5.88%
FSSNX
Fidelity Small Cap Index 2.77%
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares 2.55%
ACWV
iShares MSCI Global Min Vol Factor ETF 2.55%

Sector Weightings

SectorJRTMX
Technology   21.43%
Healthcare   11.90%
Industrials   11.13%
Energy   6.26%
Real Estate   4.95%
Utilities   2.54%

Overall Portfolio Composition (%)

Cash 3.46%
Stocks 73.44%
Bonds 22.81%
Others 0.04%
Preferred 0.19%
Convertible 0.06%

Bond Ratings

US Government 11.54%
AAA 30.68%
AA 20.96%
A 8.49%
BBB 19.54%
BB 10.77%
B 7.54%
Below B 1.57%
Other 0.44%

Equity Holdings

Average JRTMX Category Average
Price/Earnings 0.05 23.21
Price/Book 0.39 2.93
Price/Sales 0.54 2.15
Price/Cashflow 0.08 14.21
Median Market Cap 74,254.74 73,415.04
3 Year Earnings Growth 19.42 12.26

Bond Holdings

Average JRTMX Category Average
Maturity 8.09 8.06
Duration 4.33 6.61
Credit Quality -- --

Performance & Risk

YTD Return 0.59%
5y Average Return 6.59%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family John Hancock
Net Assets 797.65M
YTD Return 5.30%
Yield 2.15%
Morningstar Rating
Inception Date Jun 21, 2021

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 2035. The managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time.

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