3 / 5 Stars
5 5 3 1 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#17 in Target Date 2011-2015
U.S. News evaluated 43 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 13.23 percent over the past year, 8.48 percent over the past three years, and 12.41 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||10.9%|
|3 Years (Annualized)||8.5%|
|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 normally substantially all of its assets in underlying funds using an asset allocation strategy designed for investors expected to retire in 2015. It has a target asset allocation of 58% of its assets in underlying funds that invest primarily in equity securities. In addition to investing in ETFs, the fund may also invest in U.S. government securities and derivatives, such as credit default swaps and options on equity index futures, interest-rate swaps and foreign currency forward contracts.
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.