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John Hancock Funds Retirement Choices at 2030 Portfolio Class 1 (JRHOX)

Net Asset Value
1 Day
Overall Morningstar Rating
Target-date 2030
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks high total return until the fund's target retirement date, with a greater focus on income as the target date approaches. The fund primarily invests its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 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.


1 month-0.31% 3 years+4.48%
3 months+6.15% 5 years+6.04%
1 year-2.25% Since inception+6.80%
Data through --

Peer Comparisonvs. Target-date 2030

Performance 5-yr return+6.04%+5.38%
Expense ratio0.69%0.94%
Risk 5 year sharpe ratio0.630.54
Net assets$1.4B$2.2B
Average market cap$35.5B$35.5B
Average P/E17.817.5
Portfolio turnover7%7%

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Fund Management and Purchase Info

Fund familyJohn Hancock
Fund manager & tenureRobert"Bob" Boyda / 6 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock40.14%
Fixed income35.61%
International stock19.56%
Top 5 Sectors
Portfolio weighting
Financial service 18.32%
Industrial materials 14.02%
Energy 11.20%
Consumer goods 11.06%
Healthcare 9.92%
Top 10 Holdings
Portfolio weighting
-- 53.93%
BND Vanguard Total Bond Market Index Fund ETF Shares10.02%
VCIT Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares5.29%
BIV Vanguard Intermediate-Term Bond Index Fund ETF Shares4.23%
JNK SPDR® Barclays High Yield Bond ETF3.69%
BSV Vanguard Short-Term Bond Index Fund ETF Shares3.01%
VCSH Vanguard Short-Term Corporate Bond Index Fund ETF Shares2.68%
SCPB SPDR® Barclays Short Term Corporate Bond ETF2.68%
VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares2.55%
USMV iShares Edge MSCI Min Vol USA ETF2.13%

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