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John Hancock Funds II - Multi-Index 2050 Preservation Portfolio (JRIQX)

12.63
+0.06
+(0.48%)
At close: December 17 at 8:00:28 PM EST
Loading Chart for JRIQX
  • Previous Close 12.57
  • YTD Return 2.16%
  • Expense Ratio 1.14%
  • Category Target-Date 2050
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 582.44M
  • Beta (5Y Monthly) 1.33
  • Yield 1.80%
  • 5y Average Return --
  • Holdings Turnover 36.00%
  • Last Dividend 0.24
  • Inception Date Sep 4, 2012

The investment seeks high total return until the fund's target retirement date, with a greater focus on income as the target date approaches. The fund primarily invests its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2050. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time.

John Hancock

Fund Family

Target-Date 2050

Fund Category

582.44M

Net Assets

2012-09-04

Inception Date

Performance Overview: JRIQX

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Trailing returns as of 9/30/2020. Category is Target-Date 2050.

YTD Return

JRIQX
2.16%
Category
11.99%
 

1-Year Return

JRIQX
9.27%
Category
37.09%
 

3-Year Return

JRIQX
6.30%
Category
13.69%
 

5-Year Return

JRIQX
9.00%
Category
13.58%
 

Holdings: JRIQX

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Sector Weightings

SectorJRIQX
Technology   19.95%
Healthcare   13.74%
Industrials   10.23%
Real Estate   3.72%
Energy   2.98%
Utilities   2.92%

Recent News: JRIQX

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Research Reports: JRIQX

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