John Hancock Funds Multi-Index 2040 Preservation Portfolio Class R6 (JRRSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Target-date 2040
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 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.


1 month+0.13% 3 years+7.47%
3 months+0.74% 5 years+8.68%
1 year+9.28% Since inception+9.47%
Data through --

Peer Comparisonvs. Target-date 2040

Performance 5-yr return+8.68%+8.48%
Expense ratio0.67%0.85%
Risk 5 year sharpe ratio0.960.92
Net assets$978.8M$2.3B
Average market cap$44.4B$42.0B
Average P/E17.417.5
Portfolio turnover13%13%

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Fund Management and Purchase Info

Fund familyJohn Hancock
Fund manager & tenureRobert "Bob" Boyda / 8 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock43.04%
International stock27.15%
Fixed income20.82%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 63.05%
BND Vanguard Total Bond Market Index Fund ETF Shares6.99%
JNK SPDR® Bloomberg Barclays High Yield Bond ETF4.53%
VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares2.43%
USMV iShares Edge MSCI Min Vol USA ETF2.29%
VCIT Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares2.13%
BKLN Invesco Senior Loan ETF2.07%
BIV Vanguard Intermediate-Term Bond Index Fund ETF Shares2.03%
VIG Vanguard Dividend Appreciation Index Fund ETF Shares1.52%
SPSB SPDR® Portfolio Short Term Corporate Bond ETF1.40%