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| 13.37 Net Asset Value | +0.15% 1 Day | +1.21% 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 | +0.91% | 3 years | -- | |
| 3 months | +1.60% | 5 years | -- | |
| 1 year | +14.49% | Since inception | +15.71% |
| JRRSX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +17.41% |
| Expense ratio | 13.75% | 1.07% |
| Risk 5 year sharpe ratio | -- | 1.23 |
| Net assets | $604.7M | $1.4B |
| Average market cap | $35.2B | $34.1B |
| Average P/E | 16.9 | 17.5 |
| 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 | 51.97% |
| International stock | 24.36% |
| Fixed income | 19.19% |
| Cash | 4.25% |
| Other | 0.23% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- JHFunds2 Strategic Equity Allc NAV | 68.27% |
| BND Vanguard Total Bond Market ETF | 5.48% |
| JNK SPDR Barclays High Yield Bond | 5.11% |
| VIG Vanguard Dividend Apprec Idx ETF | 4.32% |
| VWO Vanguard Emerging Markets Stock Idx ETF | 3.82% |
| BKLN PowerShares Senior Loan Port | 1.99% |
| VCIT Vanguard Interm-Tm Corp Bd Idx ETF | 1.92% |
| BIV Vanguard Intermediate-Term Bond ETF | 1.83% |
| VGT Vanguard Information Technology ETF | 1.42% |
| SCPB SPDR Barclays Capital Short Term Corp Bd | 1.27% |
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