John Hancock Funds Retirement Choices at 2040 Portfolio Class R1 (JRRQX)

13.94
Net Asset Value
-1.90%
1 Day
+1.23%
Year-to-Date
Overall Morningstar Rating
Target date 2036-2040
Style or Category
No Load
Sales Expenses
1.44%
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 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% of its assets in underlying funds that invest primarily in equity securities.

Performance

1 month-2.31% 3 years--
3 months-0.50% 5 years--
1 year+1.49% Since inception+11.36%
Data through --

Peer Comparisonvs. Target date 2036-2040

 JRRQXCategory
Performance 5-yr return--+9.56%
Expense ratio1.44%1.03%
Risk 5 year sharpe ratio1.020.99
Net assets$777.8M$1.6B
Average market cap$38.1B$33.7B
Average P/E18.418.5
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. stock53.06%
International stock23.16%
Fixed income19.40%
Cash4.16%
Other0.23%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 68.17%
BND Vanguard Total Bond Market Index Fund ETF Shares5.68%
JNK SPDR® Barclays High Yield Bond ETF5.29%
VIG Vanguard Dividend Appreciation Index Fund ETF Shares4.29%
VWO Integ VAR-Vanguard FTSE Emerging Markets ETF3.33%
BKLN PowerShares Senior Loan Portfolio2.07%
VCIT Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares1.99%
BIV Vanguard Intermediate-Term Bond Index Fund ETF Shares1.89%
VGT Vanguard Information Technology Index Fund ETF Shares1.43%
SCPB SPDR® Barclays Short Term Corporate Bond ETF1.32%

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