Morningstar

JHancock 2050 Lifetime Blend Pft A JHBFX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 15.15  /  −0.46 %
  • Total Assets 564.3 Mil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.57%
  • Turnover 32%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis JHBFX

Will JHBFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JHBFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JHBFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JHBFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Pros and cons.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

John Hancock’s Lifetime Blend target-date series sports an aggressive glide path based on sound research, but a lot of moving pieces under the hood dampen its appeal.

by Stephen Margaria
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JHBFX

More JHBFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 95.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock U.S. Sector Rotation NAV

31.30 168.0 Mil
—

JHancock International Stra Eq Allc NAV

23.49 126.1 Mil
—

Vanguard S&P 500 ETF

14.00 75.1 Mil
—

Fidelity Mid Cap Index

13.35 71.7 Mil
—

Fidelity Small Cap Index

4.22 22.7 Mil
—

Vanguard FTSE Emerging Markets ETF

3.92 21.0 Mil
—

Vanguard FTSE Developed Markets ETF

1.85 9.9 Mil
—

Vanguard FTSE All-Wld ex-US SmCp ETF

1.50 8.1 Mil
—

JHancock Bond NAV

1.36 7.3 Mil
—

Vanguard Health Care ETF

0.93 5.0 Mil
—

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