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| 13.38 Net Asset Value | -0.22% 1 Day | +1.29% Year-to-Date | Overall Morningstar Rating |
| Target date 2036-2040 Style or Category | No Load Sales Expenses | 13.75% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +3.64% | 3 years | -- | |
| 3 months | +3.23% | 5 years | -- | |
| 1 year | +14.48% | Since inception | +16.32% |
| JRRSX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +14.82% |
| Expense ratio | 13.75% | 1.08% |
| Risk 5 year sharpe ratio | -- | 1.32 |
| Net assets | $590.4M | $1.4B |
| Average market cap | $36.0B | $33.5B |
| Average P/E | 16.8 | 17.2 |
| 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 | 54.03% |
| International stock | 23.75% |
| Fixed income | 19.32% |
| Cash | 2.64% |
| Other | 0.26% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- JHFunds2 Strategic Equity Allc NAV | 67.67% |
| BND Vanguard Total Bond Market ETF | 5.46% |
| JNK SPDR Barclays High Yield Bond | 5.06% |
| VIG Vanguard Dividend Apprec Idx ETF | 4.26% |
| VWO Vanguard FTSE Emerging Markets ETF | 4.25% |
| BKLN PowerShares Senior Loan Port | 1.99% |
| VCIT Vanguard Interm-Tm Corp Bd Idx ETF | 1.91% |
| BIV Vanguard Intermediate-Term Bond ETF | 1.82% |
| VGT Vanguard Information Technology ETF | 1.42% |
| SCPB SPDR Barclays Capital Short Term Corp Bd | 1.26% |
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