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Nasdaq - Delayed Quote USD

JHancock 2060 Lifetime Blend Pft 1 (JRODX)

15.74
+0.07
+(0.45%)
At close: 8:01:25 PM EDT

Top 6 Holdings (37.46% of Total Assets)

SymbolCompany% Assets
VOO
Vanguard S&P 500 ETF 14.35%
FSMDX
Fidelity Mid Cap Index 12.23%
FSSNX
Fidelity Small Cap Index 4.32%
VWO
Vanguard Emerging Markets Stock Index Fund 3.20%
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares 2.75%
VSS
Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares 0.61%

Sector Weightings

SectorJRODX
Technology   24.16%
Industrials   10.64%
Healthcare   10.34%
Energy   4.06%
Utilities   3.03%
Real Estate   2.92%

Overall Portfolio Composition (%)

Cash 2.14%
Stocks 93.46%
Bonds 4.29%
Others 0.05%
Preferred 0.04%
Convertible 0.02%

Bond Ratings

US Government 2.07%
AAA 4.39%
AA 38.77%
A 6.13%
BBB 21.64%
BB 15.13%
B 9.79%
Below B 3.36%
Other 0.78%

Equity Holdings

Average JRODX Category Average
Price/Earnings 0.05 17.45
Price/Book 0.35 2.09
Price/Sales 0.48 1.55
Price/Cashflow 0.07 7.5
Median Market Cap 104,868.44 34,028.42
3 Year Earnings Growth 12.32 10.51

Bond Holdings

Average JRODX Category Average
Maturity -- 7.26
Duration 5.03 5.61
Credit Quality -- --

Performance & Risk

YTD Return -1.57%
5y Average Return 11.76%
Rank in Category (ytd) 77
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

Fund Overview

Category Target-Date 2060+
Fund Family John Hancock
Net Assets 272.88M
YTD Return -1.32%
Yield 1.74%
Morningstar Rating
Inception Date Apr 07, 2017

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 2060. The managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time.

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