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John Hancock Funds II - Retirement Choices at 2060 Fund (JPORX)

10.88
0.00
(0.00%)
At close: December 13 at 8:00:31 PM EST

Top 5 Holdings (27.12% of Total Assets)

SymbolCompany% Assets
FSMDX
Fidelity Mid Cap Index 12.13%
BND
Vanguard Total Bond Market Index Fund 4.86%
VWO
Vanguard Emerging Markets Stock Index Fund 4.16%
FSSNX
Fidelity Small Cap Index 3.83%
VCIT
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares 2.14%

Sector Weightings

SectorJPORX
Technology   21.06%
Healthcare   13.36%
Industrials   10.26%
Energy   4.65%
Real Estate   3.22%
Utilities   3.10%

Overall Portfolio Composition (%)

Cash 2.33%
Stocks 82.76%
Bonds 14.86%
Others 0.03%
Preferred 0.02%
Convertible 0.00%

Bond Ratings

US Government 9.91%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average JPORX Category Average
Price/Earnings 0.06 17.45
Price/Book 0.4 2.09
Price/Sales 0.57 1.55
Price/Cashflow 0.08 7.5
Median Market Cap 71,398.78 34,028.42
3 Year Earnings Growth 17.3 10.51

Bond Holdings

Average JPORX Category Average
Maturity -- 7.26
Duration 3.52 5.61
Credit Quality -- --

Performance & Risk

YTD Return 6.99%
5y Average Return 4.85%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Fund Overview

Category Target-Date 2060+
Fund Family John Hancock
Net Assets 1.44M
YTD Return 6.99%
Yield 1.52%
Morningstar Rating
Inception Date Mar 30, 2016

Fund Summary

Under normal market conditions, the fund primarily invests its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2060. 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 Portfolio has a target asset allocation of 85% of its assets in underlying funds that invest primarily in equity securities.

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