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| 14.82 Net Asset Value | -0.60% 1 Day | +0.20% 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 | -0.47% | 3 years | +6.93% | |
| 3 months | -3.70% | 5 years | +8.75% | |
| 1 year | +12.75% | Since inception | +9.53% |
| JRRSX | Category | |
|---|---|---|
| Performance 5-yr return | +8.75% | +8.48% |
| Expense ratio | 0.67% | 0.85% |
| Risk 5 year sharpe ratio | 0.98 | 0.94 |
| Net assets | $973.0M | $2.3B |
| Average market cap | $48.5B | $38.6B |
| Average P/E | 20.5 | 17.3 |
| Portfolio turnover | 13% | 13% |
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 | 43.47% |
| International stock | 27.14% |
| Fixed income | 20.81% |
| Cash | 8.43% |
| Other | 0.14% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- | 62.86% |
| BND Vanguard Total Bond Market Index Fund ETF Shares | 7.05% |
| JNK SPDR® Bloomberg Barclays High Yield Bond ETF | 4.89% |
| VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares | 2.40% |
| USMV iShares Edge MSCI Min Vol USA ETF | 2.30% |
| VCIT Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares | 2.14% |
| BKLN PowerShares Senior Loan Portfolio | 2.08% |
| BIV Vanguard Intermediate-Term Bond Index Fund ETF Shares | 2.04% |
| VIG Vanguard Dividend Appreciation Index Fund ETF Shares | 1.53% |
| SPSB SPDR® Portfolio Short Term Corporate Bond ETF | 1.41% |
