John Hancock Funds 2040 Lifetime Blend Portfolio Class R6
JRTWX
NASDAQ
| Weiss Ratings | JRTWX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | JRTWX-NASDAQ | Click to Compare |
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| Provider | John Hancock | |||
| Manager/Tenure (Years) | Nathan W. Thooft (11), Robert E. Sykes (7), Geoffrey G. Kelley (2), 1 other | |||
| Website | http://jhinvestments.com | |||
| Fund Information | JRTWX-NASDAQ | Click to Compare |
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| Fund Name | John Hancock Funds 2040 Lifetime Blend Portfolio Class R6 | |||
| Category | Target-Date 2040 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Nov 07, 2013 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JRTWX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.05% | |||
| Dividend | JRTWX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.28% | |||
| Asset Allocation | JRTWX-NASDAQ | Click to Compare |
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| Cash | 4.11% | |||
| Stock | 79.74% | |||
| U.S. Stock | 52.58% | |||
| Non-U.S. Stock | 27.16% | |||
| Bond | 15.73% | |||
| U.S. Bond | 12.91% | |||
| Non-U.S. Bond | 2.82% | |||
| Preferred | 0.11% | |||
| Convertible | 0.05% | |||
| Other Net | 0.25% | |||
| Price History | JRTWX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.56% | |||
| 30-Day Total Return | 3.24% | |||
| 60-Day Total Return | 7.51% | |||
| 90-Day Total Return | 3.47% | |||
| Year to Date Total Return | 4.52% | |||
| 1-Year Total Return | 11.05% | |||
| 2-Year Total Return | 28.85% | |||
| 3-Year Total Return | 29.73% | |||
| 5-Year Total Return | 60.70% | |||
| Price | JRTWX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | JRTWX-NASDAQ | Click to Compare |
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| Nav | $14.31 | |||
| 1-Month Low NAV | $13.77 | |||
| 1-Month High NAV | $14.32 | |||
| 52-Week Low NAV | $12.34 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.56 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | JRTWX-NASDAQ | Click to Compare |
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| Beta | 1.08 | |||
| Standard Deviation | 15.04 | |||
| Balance Sheet | JRTWX-NASDAQ | Click to Compare |
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| Total Assets | 866.91M | |||
| Operating Ratios | JRTWX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.32% | |||
| Turnover Ratio | 24.00% | |||
| Performance | JRTWX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.47% | |||
| Last Bear Market Total Return | -14.22% | |||