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Morningstar

JHancock Multi-Index 2040 Lifetime R6 JRTWX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 11.58  /  0.70 %
  • Total Assets 505.8 Mil
  • Adj. Expense Ratio
    0.020%
  • Expense Ratio 0.320%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.85%
  • Turnover 75%

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

Morningstar’s Analysis JRTWX

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

People Pillar

The People Pillar is our evaluation of the JRTWX 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 JRTWX’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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