John Hancock Funds Retirement Choices at 2035 Portfolio Class R6 (JRYSX)

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-0.16% 3 years--
3 months+3.31% 5 years--
1 year+7.36% Since inception+12.08%
Data through --

Peer Comparisonvs. Target date 2031-2035

Performance 5-yr return--+10.11%
Expense ratio0.69%0.97%
Risk 5 year sharpe ratio--0.84
Net assets$990.3M$1.6B
Average market cap$39.7B$34.4B
Average P/E17.718.0
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 / 4 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock52.12%
Fixed income24.18%
International stock20.08%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- JHFunds2 Strategic Equity Allc NAV64.54%
BND Vanguard Total Bond Market ETF5.94%
JNK SPDR® Barclays High Yield Bond ETF4.62%
VIG Vanguard Dividend Appreciation ETF4.00%
VCIT Vanguard Intermediate-Term Corp Bd ETF3.77%
VWO Vanguard FTSE Emerging Markets ETF3.38%
SCPB SPDR® Barclays Short Term Corp Bd ETF2.90%
BIV Vanguard Intermediate-Term Bond ETF2.34%
BKLN PowerShares Senior Loan ETF2.00%
VGT Vanguard Information Technology ETF1.37%

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer.

Morningstar: © 2015 Morningstar, Inc. All Rights Reserved.

Factset: FactSet Research Systems Inc. 2015. All rights reserved.

Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved.

Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor’s Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2015 and/or its affiliates.