3 / 5 Stars
5 5 3 1 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 45 Target Date 2011-2015 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 14.34 percent over the past year, 8.25 percent over the past three years, and 12.35 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.1%|
|3 Years (Annualized)||8.3%|
|5 Years (Annualized)||12.4%|
|10 Years (Annualized)||N/A|
The investment seeks high total return through the fund's target retirement date, with a greater focus on income beyond the target date. The fund invests substantially all of its assets in underlying funds using an asset allocation strategy designed for investors expected to retire in 2015. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time. The fund is designed for investors planning to retire around the year 2015, currently has a target asset allocation of 54% of its assets in underlying funds that invest primarily in equity securities.
Fees are Low compared to funds in the same category.
John Hancock Funds Retirement Living through 2015 Portfolio has an expense ratio of 0.59 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.