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John Hancock Funds Retirement Choices at 2045 Portfolio Class R2 (JRVRX)

14.08
Net Asset Value
+0.64%
1 Day
+7.81%
Year-to-Date
Overall Morningstar Rating
Target-date 2045
Style or Category
No Load
Sales Expenses
1.17%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks high total return until the fund's target retirement date, with a greater focus on income as the target date approaches. The fund primarily invests its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2045. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time.

Performance

1 month+0.86% 3 years+5.75%
3 months+7.40% 5 years--
1 year+13.67% Since inception+8.04%
Data through --

Peer Comparisonvs. Target-date 2045

 JRVRXCategory
Performance 5-yr return--+6.57%
Expense ratio1.17%0.90%
Risk 5 year sharpe ratio0.840.82
Net assets$680.5M$1.1B
Average market cap$36.6B$34.2B
Average P/E18.118.4
Portfolio turnover5%5%

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Fund Management and Purchase Info

Fund familyJohn Hancock
Fund manager & tenureRobert"Bob" Boyda / 6 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock53.25%
International stock25.28%
Fixed income17.36%
Cash4.07%
Other0.05%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 70.65%
BND Vanguard Total Bond Market Index Fund ETF Shares5.88%
JNK SPDR® Barclays High Yield Bond ETF5.47%
VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares2.58%
USMV iShares Edge MSCI Min Vol USA ETF2.55%
VCIT Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares2.05%
BKLN PowerShares Senior Loan Portfolio1.98%
VIG Vanguard Dividend Appreciation ETF1.69%
VGT Vanguard Information Technology Index Fund ETF Shares1.46%
VHT Vanguard Health Care Index Fund ETF Shares0.86%