Nasdaq - Delayed Quote USD

JHancock 2050 Lifetime Blend Ptf R6 (JRLZX)

15.17
-0.01
(-0.07%)
As of 8:06:31 AM EDT. Market Open.

Top 5 Holdings (37.61% of Total Assets)

SymbolCompany% Assets
Vanguard S&P 500 ETF 14.47%
Fidelity Mid Cap Index 12.18%
Fidelity Small Cap Index 4.28%
Vanguard FTSE Developed Markets Index Fund ETF Shares 3.48%
Vanguard Emerging Markets Stock Index Fund 3.20%

Sector Weightings

SectorJRLZX
Technology   23.30%
Industrials   10.87%
Healthcare   10.19%
Energy   4.26%
Real Estate   3.16%
Utilities   3.08%

Overall Portfolio Composition (%)

Cash 1.86%
Stocks 93.83%
Bonds 4.20%
Others 0.05%
Preferred 0.04%
Convertible 0.02%

Bond Ratings

US Government 2.26%
AAA 3.62%
AA 40.22%
A 6.25%
BBB 21.32%
BB 14.81%
B 9.81%
Below B 3.07%
Other 0.90%

Equity Holdings

Average JRLZX Category Average
Price/Earnings 0.05 22.83
Price/Book 0.37 2.84
Price/Sales 0.5 2.1
Price/Cashflow 0.08 14.16
Median Market Cap 98,132.84 68,879.82
3 Year Earnings Growth 11.14 11.89

Bond Holdings

Average JRLZX Category Average
Maturity -- 7.99
Duration 5.05 6.63
Credit Quality -- --

Performance & Risk

YTD Return 3.27%
5y Average Return 12.28%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

Fund Overview

Category Target-Date 2050
Fund Family John Hancock
Net Assets 601.78M
YTD Return -1.09%
Yield 1.79%
Morningstar Rating
Inception Date Jun 21, 2021

Fund Summary

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 2050. 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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