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Morningstar

JHancock Multi-Index 2020 Lifetime R6 JRTAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 10.11  /  0.30 %
  • Total Assets 247.0 Mil
  • Adj. Expense Ratio
    0.160%
  • Expense Ratio 0.360%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.79%
  • Turnover 54%

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

Morningstar’s Analysis JRTAX

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

People Pillar

The People Pillar is our evaluation of the JRTAX 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 JRTAX’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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