12.32 Up +0.07 +0.57%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 12.25
Category Target Date 2031-2035
Net Assets 2.76 Mil
Yield 1.61%
Morningstar Risk High
Morningstar Return Average
  • Last NAV update 7/22/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks high total return through the fund's target retirement date, with a greater focus on income beyond the target date. The fund invests substantially all of its assets in underlying funds using an asset allocation strategy designed for investors expected to retire in 2035. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time. The fund is designed for investors planning to retire around the year 2035, currently has a target asset allocation of 93% of its assets in underlying funds that invest primarily in equity securities.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 15.33% -5.66% 15.09% 22.76% 6.02%
Value ($) 11,533.32 10,880.65 12,522.76 15,373.49 16,299.60
  • Year to date performance as of 7/22/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family John Hancock
Fund Manager Robert"Bob" Boyda
Tenure (Years) 5
Fund Status Open
Minimum Initial Purchase 0.00
Minimum IRA Investment NA
Front Load 0.00
Expense Ratio 0.73%
PERFORMANCE
Symbol Value ($)
1 Month 0.33%
3 Months 4.14%
1 Year 15.45%
3 Years* 10.10%
5 Years* 14.07%
  • * Annualized returns
  • Performance as of 7/22/2014 12:00 AM ET
PEER COMPARISON
  JLHFX Target Date 2031-2035
5-Yr Return 14.07% 13.63%
Sharpe Ratio 0.83 2.22
Net Assets 2.76 Mil 362.51 Mil
Avg Market Cap 26.50 Bil 33.86 Bil
Avg P/E 16.13 17.64
Portfolio Turnover 15 28
HOLDINGS
Symbol Value ($)
Stocks 85.72%
Cash 7.53%
Fixed Income 7.84%
Other 1.52%
TOP 10 HOLDINGS
NAME % NET ASSETS
JHFunds2 Strategic Equity Allc NAV 37.50%
JHancock Emerging Markets NAV 4.42%
JHFunds2 Capital Appreciation Value NAV 3.41%
JHFunds2 Alpha Opportunities NAV 2.90%
JHFunds2 Science & Technology NAV 2.85%
JHFunds2 Blue Chip Growth NAV 2.52%
JHFunds2 International Value NAV 2.37%
JHFunds2 Mid Cap Stock NAV 2.31%
JHFunds2 Capital App NAV 2.15%
JHancock Absolute Return Currency NAV 1.99%
DATA PROVIDERS

Copyright © 2014 Microsoft. All rights reserved.

Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

Financial data in US dollars | Page generated 12:07 PM ET
1-YEAR CHART Full-page chart
RECENT QUOTES
WATCHLIST
You're not signed in
You’re not signed in to MSN Money, so you’re seeing the Watchlist that is tied to your computer. For a more consistent Watchlist experience, sign in to MSN Money. Learn more
SYMBOL
LAST
CHANGE
SHARES
Quotes delayed at least 15 min
Sponsored by:
MARKET UPDATE
[BRIEFING.COM] The S&P 500 (+0.1%) has returned into the green, while the Dow Jones Industrial Average (-0.2%) has yet to make an appearance in positive territory. The health care sector (+0.8%) continues holding the lead, while another influential g ... More
Sponsored by: