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Nasdaq - Delayed Quote USD

JHancock 2020 Lifetime Blend Ptf R6 (JRTAX)

10.91
-0.01
(-0.09%)
At close: 8:06:24 AM EDT

Top 5 Holdings (32.95% of Total Assets)

SymbolCompany% Assets
BND
Vanguard Total Bond Market Index Fund 14.84%
VCSH
Vanguard Short-Term Corporate Bond Index Fund ETF Shares 7.56%
ACWV
iShares MSCI Global Min Vol Factor ETF 3.62%
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares 3.62%
FSMDX
Fidelity Mid Cap Index 3.30%
Get Quotes for Top Holdings

Sector Weightings

SectorJRTAX
Technology   19.96%
Financial Services   15.49%
Healthcare   9.85%
Industrials   9.77%
Consumer Cyclical   9.07%
Energy   8.56%
Real Estate   7.11%
Communication Services   6.50%
Consumer Defensive   5.39%
Basic Materials   5.10%
Utilities   3.18%

Overall Portfolio Composition (%)

Cash 1.67%
Stocks 42.99%
Bonds 54.88%
Others 0.03%
Preferred 0.30%
Convertible 0.14%

Bond Ratings

US Government 20.43%
AAA 24.39%
AA 18.96%
A 13.86%
BBB 21.88%
BB 9.46%
B 8.91%
Below B 2.16%
Other 0.39%

Equity Holdings

Average JRTAX Category Average
Price/Earnings 0.05 23.06
Price/Book 0.38 2.87
Price/Sales 0.5 2.15
Price/Cashflow 0.08 14.39
Median Market Cap 90,741.4 71,974.77
3 Year Earnings Growth 11.01 11.79

Bond Holdings

Average JRTAX Category Average
Maturity 9.37 5.85
Duration 4.26 5.65
Credit Quality -- --

Performance & Risk

YTD Return 1.58%
5y Average Return 6.12%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Target-Date 2020
Fund Family John Hancock
Net Assets 300.19M
YTD Return 1.58%
Yield 3.21%
Morningstar Rating
Inception Date Nov 07, 2013

Fund Summary

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.

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