John Hancock 2035 Lifetime Blend Ptf R4 (JRTMX)
13.11
-0.09
(-0.68%)
USD |
Mar 04 2025
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| -- | -- | -- | -- |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -- | -- | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks high total return through the Fund's target retirement date, with a greater focus on income beyond the target date. The Fund is a "funds-of-funds" and invests its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2035. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2035 |
| Peer Group | Mixed-Asset Target 2035 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth & Income Funds |
| Fund Owner Firm Name | John Hancock Group |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
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Peer Group Low
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Peer Group High
1 Year
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Peer Group High
3 Months
% Rank:
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Peer Group Low
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Peer Group High
3 Years
% Rank:
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Peer Group Low
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Peer Group High
6 Months
% Rank:
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Peer Group Low
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Peer Group High
5 Years
% Rank:
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Peer Group High
YTD
% Rank:
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Peer Group High
10 Years
% Rank:
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Peer Group Low
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Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of March 05, 2025.
Asset Allocation
As of November 30, 2024.
| Type | % Net |
|---|---|
| Cash | 0.32% |
| Stock | 72.02% |
| Bond | 24.77% |
| Convertible | 0.00% |
| Preferred | 0.15% |
| Other | 2.74% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| John Hancock US Sector Rotation Fund NAV | 25.48% | 12.10 | -1.79% |
| John Hancock International Strat Eqty Alloc NAV | 15.91% | 10.26 | 0.29% |
| Fidelity Mid Cap Index Fund | 8.79% | 33.16 | -1.51% |
| Vanguard Total Bond Market Index Fund ETF | 8.49% | 73.30 | -0.14% |
| John Hancock Bond Fund NAV | 8.46% | 13.64 | 0.15% |
| Vanguard 500 Index Fund ETF | 7.03% | 527.08 | -0.64% |
| John Hancock Emerging Markets Debt Fund NAV | 2.89% | 7.91 | 0.13% |
| Fidelity Small Cap Index Fund | 2.78% | 25.86 | -1.07% |
| Vanguard Developed Markets Index Fund ETF | 2.55% | 52.05 | 1.44% |
| John Hancock High Yield Fund NAV | 2.12% | 3.06 | -0.33% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | 0.25% |
| Actual Management Fee | -- |
| Administration Fee | -- |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product | -- |
| Available for RRSP | -- |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 0.00 None |
| Minimum Subsequent Investment | 0.00 None |
Basic Info
| Investment Strategy | |
| The Fund seeks high total return through the Fund's target retirement date, with a greater focus on income beyond the target date. The Fund is a "funds-of-funds" and invests its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2035. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2035 |
| Peer Group | Mixed-Asset Target 2035 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth & Income Funds |
| Fund Owner Firm Name | John Hancock Group |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM | -- |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| ROI (TTM) | -- |
| Return on Investment (TTM) | -- |
| Earning Yield | -- |
| LT Debt / Shareholders Equity | -- |
| Bond | |
| Yield to Maturity | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
Growth Metrics
| EPS Growth (1Y) | 20.44% |
| EPS Growth (3Y) | 21.29% |
| EPS Growth (5Y) | 13.34% |
| Sales Growth (1Y) | 10.27% |
| Sales Growth (3Y) | 14.83% |
| Sales Growth (5Y) | 11.02% |
| Sales per Share Growth (1Y) | 14.47% |
| Sales per Share Growth (3Y) | 14.96% |
| Operating Cash Flow - Growth Ratge (3Y) | 14.94% |
As of November 30, 2024
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:JRTMX", "name") |
| Broad Asset Class: =YCI("M:JRTMX", "broad_asset_class") |
| Broad Category: =YCI("M:JRTMX", "broad_category_group") |
| Prospectus Objective: =YCI("M:JRTMX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |