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Morningstar

JHancock Multi-Index 2065 Lifetime R6 JAAKX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 11.67  /  0.78 %
  • Total Assets 25.5 Mil
  • Adj. Expense Ratio
    0.010%
  • Expense Ratio 0.320%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2065+
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.65%
  • Turnover 89%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis JAAKX

Will JAAKX 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 JAAKX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the JAAKX 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 JAAKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Upcoming Comanager Promotions at the John Hancock Multi-Index Lifetime Portfolios; Ratings Unchanged

Associate Director

Analyst Note

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