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

12.63
+0.06
+(0.48%)
As of December 17 at 8:00:28 PM EST. Market Open.

Fund Summary

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 Funds II - Multi-Index 2050 Preservation Portfolio

John Hancock Funds
601 Congress Street
888-972-8696

Fund Overview

Category Target-Date 2050
Fund Family John Hancock
Net Assets 582.44M
YTD Return 2.16%
Yield 1.80%
Morningstar Rating
Inception Date Sep 04, 2012

Fund Operations

Last Dividend 0.24
Last Cap Gain 0.00
Holdings Turnover 36.00%
Average for Category --

Fees & Expenses

Expense JRIQX Category Average
Annual Report Expense Ratio (net) 1.14% 0.46%
Prospectus Net Expense Ratio 1.14% --
Prospectus Gross Expense Ratio 1.43% --
Max 12b1 Fee 0.50% --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.44%
3 Yr Expense Projection 424 --
5 Yr Expense Projection 754 --
10 Yr Expense Projection 1,688 --

Management Information

Nathan Thooft, Lead Manager since May 15, 2013
Mr. Thooft is a managing Director of Asset Allocation, Portfolio Solutions Group (PSG). He joined John Hancock Investment Management a division of Manulife Investment Management (US) LLC in 2013. Previously, he was Vice President and Director of Investments, Investment Management Services, John Hancock Financial (2008-2011). He began business career in 2000.

Morningstar Style Box

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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.

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