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

14.44
Net Asset Value
+0.77%
1 Day
+4.56%
Year-to-Date
Overall Morningstar Rating
Target date 2041-2045
Style or Category
No Load
Sales Expenses
1.19%
Expense Ratio
Low
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. The fund is designed for investors planning to retire around the year 2045, has a target asset allocation of 82% of its assets in underlying funds that invest primarily in equity securities.

Performance

1 month-0.14% 3 years--
3 months+1.40% 5 years--
1 year+7.08% Since inception+11.99%
Data through --

Peer Comparisonvs. Target date 2041-2045

 JRVRXCategory
Performance 5-yr return--+10.22%
Expense ratio1.19%0.98%
Risk 5 year sharpe ratio0.860.82
Net assets$569.8M$967.6M
Average market cap$40.3B$33.0B
Average P/E18.518.9
Portfolio turnover9%9%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyJohn Hancock
Fund manager & tenureRobert"Bob" Boyda / 5 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock54.96%
International stock23.06%
Fixed income19.17%
Cash2.62%
Other0.20%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 69.86%
BND Vanguard Total Bond Market Index Fund ETF Shares5.94%
JNK SPDR® Barclays High Yield Bond ETF5.55%
VIG Vanguard Dividend Appreciation Index Fund ETF Shares4.28%
VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares3.12%
VCIT Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares2.07%
BKLN PowerShares Senior Loan Portfolio2.02%
VGT Vanguard Information Technology Index Fund ETF Shares1.44%
VHT Vanguard Health Care Index Fund ETF Shares0.87%
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF0.76%

To view my watchlist

Not a member yet?

Sign up now for a free account