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| 15.30 Net Asset Value | 0.00% 1 Day | +13.00% 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 | +3.03% | 3 years | +6.66% | |
| 3 months | +3.94% | 5 years | +9.07% | |
| 1 year | +16.57% | Since inception | +9.55% |
| JRRSX | Category | |
|---|---|---|
| Performance 5-yr return | +9.07% | +9.50% |
| Expense ratio | 0.67% | 0.88% |
| Risk 5 year sharpe ratio | 1.15 | 1.10 |
| Net assets | $985.3M | $2.0B |
| Average market cap | $43.5B | $36.5B |
| Average P/E | 19.6 | 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 | 45.57% |
| International stock | 28.79% |
| Fixed income | 21.87% |
| Cash | 3.72% |
| Other | 0.06% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- | 67.67% |
| BND Vanguard Total Bond Market Index Fund ETF Shares | 7.08% |
| JNK SPDR® Bloomberg Barclays High Yield Bond ETF | 4.94% |
| VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares | 2.63% |
| USMV iShares Edge MSCI Min Vol USA ETF | 2.48% |
| VCIT Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares | 2.16% |
| BKLN PowerShares Senior Loan Portfolio | 2.09% |
| BIV Vanguard Intermediate-Term Bond Index Fund ETF Shares | 2.05% |
| VIG Vanguard Dividend Appreciation Index Fund ETF Shares | 1.64% |
| SCPB SPDR® Bloomberg Barclays Short Term Corporate Bond ETF | 1.42% |
