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Morningstar

JHancock Multi-Index 2030 Lifetime R6 JRTJX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 10.88  /  0.55 %
  • Total Assets 586.4 Mil
  • Adj. Expense Ratio
    0.060%
  • Expense Ratio 0.330%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.28%
  • Turnover 69%

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

Morningstar’s Analysis JRTJX

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

People Pillar

The People Pillar is our evaluation of the JRTJX 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 JRTJX’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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