NasdaqGM - Delayed Quote USD

John Hancock Funds 2065 Lifetim (0P0001K7P1)

13.45 +0.10 (+0.75%)
At close: April 5 at 4:00 PM EDT
Loading Chart for 0P0001K7P1
DELL
  • Previous Close 13.35
  • YTD Return 7.35%
  • Expense Ratio 0.73%
  • Category Target-Date 2065+
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 59.88M
  • Beta (5Y Monthly) 1.31
  • Yield 1.95%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.26
  • Inception Date Jun 21, 2021

Under normal market conditions, the fund invests substantially all of its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2065. The managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time. It has a target asset allocation of 95% of its assets in underlying funds that invest primarily in equity securities.

John Hancock

Fund Family

Target-Date 2065+

Fund Category

59.88M

Net Assets

2021-06-21

Inception Date

Performance Overview: 0P0001K7P1

View More

Trailing returns as of 4/4/2024. Category is Target-Date 2065+.

YTD Return

0P0001K7P1
7.35%
Category
0.00%
 

1-Year Return

0P0001K7P1
20.24%
Category
0.00%
 

3-Year Return

0P0001K7P1
5.40%
Category
0.00%
 

5-Year Return

0P0001K7P1
0.00%
Category
0.00%
 

Holdings: 0P0001K7P1

View More

Top 8 Holdings (40.18% of Total Assets)

SymbolCompany% Assets
FSMDX
Fidelity Mid Cap Index 13.24%
VOO
Vanguard S&P 500 ETF 12.86%
FSSNX
Fidelity Small Cap Index 4.18%
VWO
Vanguard Emerging Markets Stock Index Fund 4.09%
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares 1.82%
VSS
Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares 1.77%
VHT
Vanguard Health Care Index Fund ETF Shares 1.21%
QUAL
iShares MSCI USA Quality Factor ETF 1.02%

Sector Weightings

Sector0P0001K7P1
Technology   22.67%
Healthcare   11.66%
Industrials   11.23%
Energy   4.68%
Real Estate   3.41%
Utilities   2.69%

Recent News: 0P0001K7P1

View More

Research Reports: 0P0001K7P1

View More

Top Mutual Funds