John Hancock Funds Retirement Choices at 2035 Portfolio Class R2 (JRYRX)

Net Asset Value
1 Day
Overall Morningstar Rating
Target date 2031-2035
Style or Category
No Load
Sales Expenses
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 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 74% of its assets in underlying funds that invest primarily in equity securities.


1 month-1.14% 3 years--
3 months+0.74% 5 years--
1 year+7.17% Since inception+12.00%
Data through --

Peer Comparisonvs. Target date 2031-2035

Performance 5-yr return--+10.11%
Expense ratio1.18%0.98%
Risk 5 year sharpe ratio--0.92
Net assets$1.0B$1.6B
Average market cap$39.8B$34.3B
Average P/E17.817.9
Portfolio turnover9%9%

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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--


U.S. stock50.48%
Fixed income27.61%
International stock19.26%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 61.52%
BND Integ VAR-Vanguard Total Bond Market ETF6.83%
JNK SPDR® Barclays High Yield Bond ETF5.34%
VCIT Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares4.33%
VIG Vanguard Dividend Appreciation Index Fund ETF Shares3.79%
SCPB SPDR® Barclays Short Term Corporate Bond ETF3.32%
VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares3.20%
BIV Vanguard Intermediate-Term Bond Index Fund ETF Shares2.69%
BKLN PowerShares Senior Loan Portfolio2.28%
VGT Vanguard Information Technology Index Fund ETF Shares1.29%

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