John Hancock Funds Retirement Choices at 2040 Portfolio Class R4 (JRRPX)

14.05
Net Asset Value
-0.50%
1 Day
+5.80%
Year-to-Date
Overall Morningstar Rating
Target date 2036-2040
Style or Category
No Load
Sales Expenses
20.04%
Expense Ratio
Low
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 2040. 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 2040, has a target asset allocation of 80.5% of its assets in underlying funds that invest primarily in equity securities.

Performance

1 month+0.50% 3 years--
3 months+4.93% 5 years--
1 year+13.73% Since inception+13.28%
Data through --

Peer Comparisonvs. Target date 2036-2040

 JRRPXCategory
Performance 5-yr return--+14.37%
Expense ratio20.04%1.07%
Risk 5 year sharpe ratio--1.11
Net assets$660.8M$1.5B
Average market cap$39.5B$33.1B
Average P/E17.317.7
Portfolio turnover3%3%

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Fund Management and Purchase Info

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

Holdings

U.S. stock52.68%
International stock24.39%
Fixed income19.23%
Cash3.43%
Other0.26%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- JHFunds2 Strategic Equity Allc NAV68.28%
BND Vanguard Total Bond Market ETF5.47%
JNK SPDR Barclays High Yield Bond5.09%
VIG Vanguard Dividend Apprec Idx ETF4.31%
VWO Vanguard Emerging Markets Stock Idx ETF3.83%
BKLN PowerShares Senior Loan Port1.99%
VCIT Vanguard Interm-Tm Corp Bd Idx ETF1.92%
BIV Vanguard Intermediate-Term Bond ETF1.83%
VGT Vanguard Information Technology ETF1.43%
SCPB SPDR Barclays Capital Short Term Corp Bd1.26%

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