10.96 Down -0.09 -0.81%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 11.05
Category Target Date 2031-2035
Net Assets 2.94 Mil
Yield 0.93%
Morningstar Risk High
Morningstar Return Below Average
  • Last NAV update 5/22/2013 3:00 AM 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 normally substantially all of its assets in underlying funds using an asset allocation strategy designed for investors expected to retire in 2035. It has a target asset allocation of 95% of its assets in underlying funds that invest primarily in equity securities. In addition to investing in ETFs, the fund may also invest in U.S. government securities and derivatives, such as credit default swaps and options on equity index futures, interest-rate swaps and foreign currency forward contracts.
CUMULATIVE PERFORMANCE OF $10,000
  2009 2010 2011 2012 2013
Return 35.84% 15.33% -5.66% 15.09% 11.72%
Value ($) 13,584.00 15,666.43 14,779.71 17,009.97 19,003.54
  • Year to date performance as of 5/21/2013 8:00 PM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family John Hancock
Fund Manager Bob Boyda
Tenure (Years) 3
Fund Status Open
Minimum Initial Purchase 0.00
Minimum IRA Investment NA
Front Load 0.00
Expense Ratio 0.74%
PERFORMANCE
Symbol Value ($)
1 Month 5.28%
3 Months 6.82%
1 Year 23.78%
3 Years* 13.24%
5 Years* 3.03%
  • * Annualized returns
  • Performance as of 5/21/2013 8:00 PM ET
PEER COMPARISON
  JLHFX Target Date 2031-2035
5-Yr Return 3.03% 3.34%
Sharpe Ratio 0.60 0.68
Net Assets 2.94 Mil 334.03 Mil
Avg Market Cap 22.17 Bil 23.26 Bil
Avg P/E 15.67 13.99
Portfolio Turnover 70 26
HOLDINGS
Symbol Value ($)
Stocks 85.92%
Cash 6.42%
Fixed Income 6.33%
Other 1.33%
TOP 10 HOLDINGS
NAME % NET ASSETS
JHFunds2 Strategic Equity Allc NAV 37.33%
JHancock2 Emerging Markets NAV 6.61%
JHFunds2 Capital Appreciation Value NAV 4.75%
JHancock2 US Equity NAV 3.37%
JHFunds2 Blue Chip Growth NAV 2.85%
JHFunds2 Capital App NAV 2.43%
JHFunds2 Alpha Opportunities NAV 2.36%
JHFunds2 Equity-Income NAV 2.02%
JHancock2 Currency Strategies NAV 2.00%
JHancock3 Global Shareholder Yield NAV 1.98%
DATA PROVIDERS

Copyright © 2013 Microsoft. All rights reserved.

Quotes are real-time for NASDAQ, NYSE and AMEX. See delay times for other exchanges.

Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.

Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.

Financial data in US dollars | Page generated 12:01 AM 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 settled lower by 0.8% after early strength turned into afternoon weakness. Today's headline event came in the form of Ben Bernanke's testimony before the Joint Economic Committee. During his remarks, Chairman Bernanke said ... More
Sponsored by: