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

Net Asset Value
1 Day
Overall Morningstar Rating
Target date 2026-2030
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. The fund is designed for investors planning to retire around the year 2030, has a target asset allocation of 67% of its assets in underlying funds that invest primarily in equity securities.


1 month-2.37% 3 years+10.75%
3 months-2.95% 5 years--
1 year+4.86% Since inception+8.71%
Data through --

Peer Comparisonvs. Target date 2026-2030

Performance 5-yr return--+9.69%
Expense ratio0.68%1.03%
Risk 5 year sharpe ratio--0.89
Net assets$1.2B$2.1B
Average market cap$39.3B$35.0B
Average P/E17.617.9
Portfolio turnover6%6%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyJohn Hancock
Fund manager & tenureRobert"Bob" Boyda / 4 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock45.14%
Fixed income32.05%
International stock19.50%
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
-- JHFunds2 Strategic Equity Allc NAV57.08%
BND Vanguard Total Bond Market ETF7.59%
VCIT Vanguard Intermediate-Term Corp Bd ETF4.64%
JNK SPDR® Barclays High Yield Bond ETF4.19%
VIG Vanguard Dividend Appreciation ETF3.88%
BIV Vanguard Intermediate-Term Bond ETF3.71%
VWO Vanguard FTSE Emerging Markets ETF3.33%
BSV Vanguard Short-Term Bond ETF2.64%
VCSH Vanguard Short-Term Corporate Bond ETF2.35%
SCPB SPDR® Barclays Short Term Corp Bd ETF2.35%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.