John Hancock Funds Retirement Choices at 2035 Portfolio Class R1 (JRYQX)

13.89
Net Asset Value
-0.14%
1 Day
+5.55%
Year-to-Date
Overall Morningstar Rating
Target date 2031-2035
Style or Category
No Load
Sales Expenses
15.42%
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 2035. 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 2035, has a target asset allocation of 75.5% of its assets in underlying funds that invest primarily in equity securities.

Performance

1 month+0.07% 3 years--
3 months+0.43% 5 years--
1 year+10.40% Since inception+13.72%
Data through --

Peer Comparisonvs. Target date 2031-2035

 JRYQXCategory
Performance 5-yr return--+14.47%
Expense ratio15.42%1.01%
Risk 5 year sharpe ratio--0.98
Net assets$955.3M$1.6B
Average market cap$39.6B$33.8B
Average P/E17.818.0
Portfolio turnover5%5%

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Fund Management and Purchase Info

Fund familyJohn Hancock
Fund manager & tenureRobert"Bob" Boyda / 4 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock50.53%
Fixed income24.00%
International stock22.16%
Cash3.06%
Other0.25%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- JHFunds2 Strategic Equity Allc NAV64.04%
BND Vanguard Total Bond Market ETF6.01%
JNK SPDR Barclays High Yield Bond4.69%
VIG Vanguard Dividend Appreciation ETF3.95%
VCIT Vanguard Intermediate-Term Corp Bd ETF3.81%
VWO Vanguard FTSE Emerging Markets ETF3.75%
SCPB SPDR Barclays Capital Short Term Corp Bd2.96%
BIV Vanguard Intermediate-Term Bond ETF2.36%
BKLN PowerShares Senior Loan ETF2.03%
VGT Vanguard Information Technology ETF1.34%

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