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| 13.86 Net Asset Value | -0.72% 1 Day | +6.86% Year-to-Date | Overall Morningstar Rating |
| Target-date 2040 Style or Category | No Load Sales Expenses | 0.66% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | -0.29% | 3 years | +5.63% | |
| 3 months | +6.29% | 5 years | -- | |
| 1 year | +10.61% | Since inception | +8.49% |
| JRRSX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +6.13% |
| Expense ratio | 0.66% | 0.94% |
| Risk 5 year sharpe ratio | 0.89 | 0.78 |
| Net assets | $893.6M | $1.7B |
| Average market cap | $36.6B | $35.1B |
| Average P/E | 18.1 | 18.6 |
| Portfolio turnover | 5% | 5% |
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 / 6 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | -- |
| U.S. stock | 51.69% |
| International stock | 24.68% |
| Fixed income | 19.56% |
| Cash | 4.02% |
| Other | 0.05% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- | 68.50% |
| BND Vanguard Total Bond Market Index Fund ETF Shares | 6.74% |
| JNK SPDR® Barclays High Yield Bond ETF | 4.69% |
| VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares | 2.68% |
| USMV iShares Edge MSCI Min Vol USA ETF | 2.49% |
| VCIT Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares | 2.06% |
| BKLN PowerShares Senior Loan Portfolio | 1.99% |
| BIV Vanguard Intermediate-Term Bond Index Fund ETF Shares | 1.96% |
| VIG Vanguard Dividend Appreciation Index Fund ETF Shares | 1.66% |
| VGT Vanguard Information Technology Index Fund ETF Shares | 1.40% |
