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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
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.
John Hancock Funds II - Retirement Choices at 2060 Fund
Boston MA 02210
601 Congress Street
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 Operations
| Last Dividend | 0.06 |
| Last Cap Gain | -3.00 |
| Holdings Turnover | 95.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | JPORX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 0.88% | 0.39% |
| Prospectus Net Expense Ratio | 0.88% | -- |
| Prospectus Gross Expense Ratio | 1.18% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 5.29% |
| Max Deferred Sales Load | -- | 1.85% |
| 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
Morningstar Category
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