John Hancock Lifetime Blend target-date series’ relatively aggressive stance has led to a predictably bumpy ride.
John Hancock 2070 Lifetime Blend Portfolio Class R6 JHODX
- NAV / 1-Day Return $13.56 / +0.59 %
- Fund Size $12.7M
- Adjusted Expense Ratio 0.320%
- Net Expense Ratio 0.010%
- Fee Level: Distribution Below Average
- Share Class Type Retirement, Large
- Morningstar Category Target-Date 2070+
- Equity Style Box (Funds) Large Blend
- Fixed-Income Style Box (Funds) Medium/Moderate
- Investment Status Open
- TTM Yield 1.29%
- Turnover Ratio 68%
Morningstar’s Analysis JHODX
Will JHODX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
JHancock U.S. Sector Rotation NAV | 30.37 | 3M | — |
JHancock International Stra Eq Allc NAV | 26.87 | 3M | — |
Vanguard S&P 500 ETF | 15.06 | 2M | — |
Fidelity Mid Cap Index | 11.08 | 1M | — |
Vanguard FTSE Developed Markets ETF | 5.34 | 531,295 | — |
Fidelity Small Cap Index | 3.55 | 353,872 | — |
JHancock Bond NAV | 3.51 | 349,647 | — |
Vanguard FTSE Emerging Markets ETF | 2.70 | 268,588 | — |
JHancock Emerging Markets Debt NAV | 0.59 | 58,788 | — |
JHancock High Yield NAV | 0.33 | 33,260 | — |