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Nasdaq - Delayed Quote USD

JHancock 2020 Lifetime Blend Ptf R6 (JRTAX)

10.91
-0.01
(-0.09%)
At close: 8:01:24 PM EDT
Loading Chart for JRTAX
  • Previous Close 10.92
  • YTD Return 1.58%
  • Expense Ratio 0.35%
  • Category Target-Date 2020
  • Last Cap Gain 2.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 300.19M
  • Beta (5Y Monthly) 0.92
  • Yield 3.21%
  • 5y Average Return --
  • Holdings Turnover 59.00%
  • Last Dividend 0.35
  • Inception Date Nov 7, 2013

Under normal market conditions, 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 2020. The 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 2020

Fund Category

300.19M

Net Assets

2013-11-07

Inception Date

Performance Overview: JRTAX

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Trailing returns as of 4/28/2025. Category is Target-Date 2020.

YTD Return

JRTAX
1.58%
Category
5.78%
 

1-Year Return

JRTAX
5.78%
Category
18.91%
 

3-Year Return

JRTAX
3.00%
Category
9.48%
 

5-Year Return

JRTAX
7.88%
Category
8.82%
 

Holdings: JRTAX

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Sector Weightings

SectorJRTAX
Technology   19.96%
Healthcare   9.85%
Industrials   9.77%
Energy   8.56%
Real Estate   7.11%
Utilities   3.18%

Recent News: JRTAX

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Research Reports: JRTAX

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