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John Hancock Funds Retirement Choices at 2030 Portfolio Class R1 (JRHQX)

13.53
Net Asset Value
+0.45%
1 Day
+1.58%
Year-to-Date
Overall Morningstar Rating
Target date 2026-2030
Style or Category
No Load
Sales Expenses
1.42%
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 65% of its assets in underlying funds that invest primarily in equity securities.

Performance

1 month-1.32% 3 years--
3 months-2.95% 5 years--
1 year+1.14% Since inception+8.67%
Data through --

Peer Comparisonvs. Target date 2026-2030

 JRHQXCategory
Performance 5-yr return--+10.54%
Expense ratio1.42%0.99%
Risk 5 year sharpe ratio1.091.04
Net assets$1.3B$2.2B
Average market cap$38.9B$36.5B
Average P/E18.518.4
Portfolio turnover9%9%

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Fund Management and Purchase Info

Fund familyJohn Hancock
Fund manager & tenureRobert"Bob" Boyda / 5 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock42.88%
Fixed income33.39%
International stock19.99%
Cash3.53%
Other0.21%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 55.55%
BND Vanguard Total Bond Market Index Fund ETF Shares8.15%
VCIT Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares4.98%
JNK SPDR® Barclays High Yield Bond ETF4.49%
BIV Vanguard Intermediate-Term Bond Index Fund ETF Shares3.98%
VIG Vanguard Dividend Appreciation Index Fund ETF Shares3.78%
VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares2.86%
BSV Vanguard Short-Term Bond Index Fund ETF Shares2.83%
VCSH Vanguard Short-Term Corporate Bond Index Fund ETF Shares2.52%
SCPB SPDR® Barclays Short Term Corporate Bond ETF2.51%