|
|
| 13.03 Net Asset Value | -0.38% 1 Day | +15.21% Year-to-Date | Overall Morningstar Rating |
| Target date 2036-2040 Style or Category | No Load Sales Expenses | 2.60% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +0.15% | 3 years | -- | |
| 3 months | +4.16% | 5 years | -- | |
| 1 year | +15.93% | Since inception | +17.48% |
| JRRSX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +8.06% |
| Expense ratio | 2.60% | 1.09% |
| Risk 5 year sharpe ratio | -- | 1.01 |
| Net assets | $526.8M | $1.3B |
| Average market cap | $32.6B | $31.4B |
| Average P/E | 16.2 | 16.5 |
| Portfolio turnover | 3% | 3% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | John Hancock |
| Fund manager & tenure | Robert"Bob" Boyda / 3 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | -- |
| U.S. stock | 53.58% |
| International stock | 23.67% |
| Fixed income | 19.47% |
| Cash | 3.00% |
| Other | 0.27% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- JHFunds2 Strategic Equity Allc NAV | 67.50% |
| BND Vanguard Total Bond Market ETF | 5.52% |
| JNK SPDR Barclays High Yield Bond | 5.12% |
| VWO Vanguard FTSE Emerging Markets ETF | 4.78% |
| VIG Vanguard Dividend Appreciation ETF | 4.25% |
| BKLN PowerShares Senior Loan Port | 2.01% |
| VCIT Vanguard Interm-Tm Corp Bd Idx ETF | 1.93% |
| BIV Vanguard Intermediate-Term Bond ETF | 1.84% |
| VGT Vanguard Information Technology ETF | 1.41% |
| SCPB SPDR Barclays Capital Short Term Corp Bd | 1.27% |
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