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Morningstar

JHancock Multi-Index 2040 Presv 1 JRROX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 10.40  /  0.48 %
  • Total Assets 787.3 Mil
  • Adj. Expense Ratio
    0.070%
  • Expense Ratio 0.410%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.54%
  • Turnover 90%

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

Morningstar’s Analysis JRROX

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

People Pillar

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

Two Comanager Additions and Glide-Path Updates Coming to this Target-Date Series; Ratings Unchanged

Associate Director

Analyst Note

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