Nasdaq - Delayed Quote USD

JHancock Multimanager 2040 Lifetime I (JHRDX)

9.71
-0.51
(-4.99%)
At close: 8:06:23 AM EDT

Fund Summary

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 2040. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time. It is non-diversified.

JHancock Multimanager 2040 Lifetime I

Boston MA 02210
601 Congress Street

Fund Overview

Category Target-Date 2040
Fund Family John Hancock
Net Assets 891.17M
YTD Return -0.57%
Yield 2.21%
Morningstar Rating
Inception Date Oct 30, 2006

Fund Operations

Last Dividend 0.23
Last Cap Gain 1.00
Holdings Turnover 19.00%
Average for Category --

Fees & Expenses

Expense JHRDX Category Average
Annual Report Expense Ratio (net) 0.70% 0.45%
Prospectus Net Expense Ratio 0.70% --
Prospectus Gross Expense Ratio 1.02% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.44%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Robert E. Sykes, Lead Manager since February 20, 2018
Robert Sykes, CFA, is a managing director and portfolio manager with the Asset Allocation Team at John Hancock Investment Management. The Asset Allocation Team is responsible for the development and growth of John Hancock’s asset allocation solutions for individual and institutional investors in the US, Canada and Asia. Solutions include target risk, target date as well as a wide array of strategic, tactical, absolute return multi-asset class portfolios, and highly customized corporate pension plans. Robert assists in the day-to-day monitoring and portfolio management of John Hancock’s Target Risk and Target Date Portfolios and conducts fundamental research across various asset classes and investment strategies. In addition, Robert is active in the portfolio construction process, including asset allocation & manager selection. Prior to joining John Hancock, Robert spent four years at FactSet Research Systems as a senior consultant and portfolio analytics specialist. These analytical roles included consulting in the areas of portfolio construction, performance attribution, and risk analysis for over 40 institutional investment managers. Previously, he served as a financial analyst at Fidelity Investments. Robert is a CFA charterholder, and he is a member of the Boston Security Analysts Society and the CFA Institute. Education: Providence College, BS in Finance (with Distinction), 2001; Boston College, MS in Finance, 2015 Joined Company: 2008 Began Career: 2001

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers

LSHEX Kinetics Spin-Off and Corp Rest No Load
34.10
+4.96%
 
LSHAX Kinetics Spin-Off and Corp Rest Adv A
32.27
+4.94%
 
LSHUX Kinetics Spin-Off and Corp Rest Instl
32.52
+4.94%
 
LSHCX Kinetics Spin-Off and Corp Rest Adv C
28.95
+4.93%
 
KNPYX Kinetics Paradigm Instl
135.50
+3.71%
 
WWNPX Kinetics Paradigm No Load
133.53
+3.70%
 
KSCOX Kinetics Small Cap Opportunities No Load
168.33
+2.86%
 
KSCYX Kinetics Small Cap Opportunities Inst
172.71
+2.86%
 
KSOAX Kinetics Small Cap Opportunities Adv A
161.07
+2.85%
 
KSOCX Kinetics Small Cap Opportunities Adv C
150.48
+2.85%
 
RYGBX Rydex Government Long Bd 1.2x Strat Inv
110.48
+1.40%
 
KMKYX Kinetics Market Opportunities Inst
78.72
+1.33%
 
KMKAX Kinetics Market Opportunities Adv A
75.92
+1.32%
 
KMKCX Kinetics Market Opportunities Adv C
71.89
+1.31%
 
WIREX Wireless
15.09
+1.07%
 
NEAIX Needham Aggressive Growth Institutional
38.88
+0.70%
 
PFSLX Paradigm Select Fund
63.83
+0.69%
 
FTXSX FullerThaler Behavioral Sm-Cp GrInstl
36.48
+0.69%
 
FTXAX FullerThaler Behavioral Sm-Cp Gr A
35.59
+0.68%
 
FTXNX FullerThaler Behavioral Sm-Cp Gr Inv
35.71
+0.68%
 
FTXCX FullerThaler Behavioral Sm-Cp Gr C
34.41
+0.67%
 
FTXFX FullerThaler Behavioral Sm-Cp Gr R6
36.73
+0.66%
 
NEAGX Needham Aggressive Growth Retail
36.77
+0.66%
 
MFOCX Marsico Focus
24.23
+0.62%
 
ELCIX Eaton Vance Growth Fund
36.69
+0.60%
 
FGSAX Federated Hermes MDT Mid Cap Growth A
48.36
+0.54%
 
ATHIX American Century Heritage I
22.62
+0.53%
 
ATHGX American Century Heritage R5
22.63
+0.53%
 
FGSCX Federated Hermes MDT Mid Cap Growth C
21.08
+0.52%
 
FGSIX Federated Hermes MDT Mid Cap Growth IS
51.92
+0.52%
 
FGSKX Federated Hermes MDT Mid Cap Growth R6
44.43
+0.52%
 
ATHDX American Century Heritage R6
23.33
+0.52%
 
TWHIX American Century Heritage Fund
19.65
+0.51%
 
ATHWX American Century Heritage R
15.83
+0.51%
 
ACILX American Century Heritage G
23.85
+0.51%
 
ATHAX American Century Heritage A
16.16
+0.50%
 
ATHYX American Century Heritage Y
23.33
+0.47%
 
CADOX Columbia Minnesota Tax-Exempt Inst2
19.55
+0.46%
 
CMNZX Columbia Minnesota Tax-Exempt Inst
19.56
+0.46%
 
CNYRX Columbia Strat New York Muncpl Inc Inst2
26.03
+0.42%
 
CNYZX Columbia Strat New York Muncpl Inc Inst
26.09
+0.42%
 
CCAZX Columbia Strat CA Muncpl Inc Inst
26.95
+0.41%
 
CCXYX Columbia Strategic California Municipal Income Fund
27.09
+0.41%
 
GVEQX Government Street Equity
108.92
+0.41%
 
CNTYX Columbia Strat New York Muncpl Inc Inst3
26.10
+0.38%
 
LSGRX Loomis Sayles Growth Y
24.25
+0.37%
 
LGRRX Loomis Sayles Growth Fund
21.61
+0.37%
 
LGRNX Loomis Sayles Growth Fund
24.34
+0.37%
 
LGRCX Loomis Sayles Growth Fund
17.65
+0.34%
 
AULGX American Century Ultra R5
79.79
+0.30%
 
AULNX American Century Ultra G
83.86
+0.30%
 
AULYX American Century Ultra Y
80.82
+0.30%
 
TWCUX American Century Ultra Fund
74.75
+0.30%
 
LCGFX William Blair Large Cap Growth I
23.92
+0.29%
 
TWUAX American Century Ultra Fund
68.66
+0.29%
 
TWUIX American Century Ultra Fund
79.71
+0.29%
 
AULDX American Century Ultra R6
80.70
+0.29%
 
RCMFX Schwartz Value Focused
51.04
+0.28%
 
LCGJX William Blair Large Cap Growth R6
23.91
+0.25%
 
WGMCX Wasatch Ultra Growth Institutional
26.55
+0.23%
 
NELAX Nuveen Equity Long/Short A
51.41
+0.21%
 
NELIX Nuveen Equity Long/Short I
53.65
+0.21%
 
FTZCX FullerThaler Behvrll Uncnstd Eq C
44.01
+0.20%
 
FTZAX FullerThaler Behvrll Uncnstd Eq A
44.72
+0.20%
 
FTZIX FullerThaler Behavrl Uncnstd Eq
45.06
+0.20%
 
FTZFX FullerThaler Behvrll Uncnstd Eq R6
45.13
+0.20%
 
AVEMX Ave Maria Value
25.17
+0.20%
 
TWGIX American Century Growth Fund
48.38
+0.17%
 
AGRDX American Century Growth R6
48.65
+0.16%
 
QKACX Federated Hermes MDT All Cap Core R6
39.11
+0.15%
 
QAACX Federated Hermes MDT All Cap Core A
39.32
+0.15%
 
QIACX Federated Hermes MDT All Cap Core IS
40.23
+0.15%
 
QCACX Federated Hermes MDT All Cap Core C
34.45
+0.15%
 
CNFRX Columbia Bond Inst2
29.97
+0.13%
 
CNDAX Columbia Bond A
30.05
+0.13%
 
UMMDX Columbia Bond Fund - S
30.05
+0.13%
 
UMMGX Columbia Bond Fund
30.05
+0.13%
 
CBFYX Columbia Bond Inst3
30.11
+0.13%
 
ASDEX American Century Select R6
103.85
+0.12%
 
ASLDX American Century Select Fund G Class
104.71
+0.11%
 
GAAAX GMO Opportunistic Income R6
24.37
+0.08%
 
GMOLX GMO Opportunistic Income Fund
24.41
+0.08%
 
GMODX GMO Opportunistic Income Fund
24.47
+0.08%
 
JIMEX Johnson Institutional Intermediate Bd F
15.12
+0.07%
 
CLDAX Calvert Core Bond A
15.89
+0.06%
 
CLDRX Calvert Core Bond Income R6
15.91
+0.06%
 
GIUSX Guggenheim Core Bond Fund Institutional
16.46
+0.06%
 
SIUSX Guggenheim Core Bond Fund A
16.48
+0.06%
 
VCOBX Vanguard Core Bond Fund
18.15
+0.06%
 
MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
+0.05%
 
PWTAX UBS US Allocation A
44.50
+0.04%
 
PWTYX UBS US Allocation P
45.92
+0.04%
 
EXTGX Eaton Vance Tx-Mgd Growth 1.2 A
45.60
+0.02%
 
EITMX Eaton Vance Tax Managed Growth 1.1 Fund
93.84
+0.02%
 
ETTGX Eaton Vance Tx-Mgd Growth 1.1 A
100.97
+0.01%
 
VWSUX Vanguard Ultra Short-Term Tx-Ex Adm
15.82
0.00%
 
BSPIX iShares S&P 500 Index Institutional
593.76
0.00%
 
MAIIX iShares MSCI EAFE International Index Fund
15.16
0.00%
 
LIPAX BlackRock LifePath Index 2050 Fund
21.05
0.00%
 
LIHIX BlackRock LifePath Index 2045 Fund
20.43
0.00%