Our Terms of Service and Privacy Policy have changed.
By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.
By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.
| 15.03 Net Asset Value | +0.13% 1 Day | +11.00% Year-to-Date | Overall Morningstar Rating |
| Target-date 2040 Style or Category | No Load Sales Expenses | 0.67% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +1.76% | 3 years | +5.90% | |
| 3 months | +4.60% | 5 years | -- | |
| 1 year | +14.20% | Since inception | +9.32% |
| JRRSX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +9.50% |
| Expense ratio | 0.67% | 0.89% |
| Risk 5 year sharpe ratio | 1.17 | 1.10 |
| Net assets | $975.4M | $1.9B |
| Average market cap | $41.3B | $35.3B |
| Average P/E | 19.1 | 19.3 |
| Portfolio turnover | 7% | 7% |
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 / 7 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | -- |
| U.S. stock | 45.95% |
| International stock | 28.10% |
| Fixed income | 21.18% |
| Cash | 4.74% |
| Other | 0.03% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- | 67.63% |
| BND Vanguard Total Bond Market Index Fund ETF Shares | 7.08% |
| JNK SPDR® Bloomberg Barclays High Yield Bond ETF | 4.93% |
| VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares | 2.60% |
| USMV iShares Edge MSCI Min Vol USA ETF | 2.49% |
| VCIT Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares | 2.16% |
| BKLN PowerShares Senior Loan Portfolio | 2.10% |
| BIV Vanguard Intermediate-Term Bond Index Fund ETF Shares | 2.06% |
| VIG Vanguard Dividend Appreciation Index Fund ETF Shares | 1.66% |
| SCPB SPDR® Bloomberg Barclays Short Term Corporate Bond ETF | 1.42% |
