John Hancock Funds Retirement Choices at 2030 Portfolio

Scorecard
3 / 5 Stars
Lipper
3 3 3 4 3
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 52 Target Date 2026-2030 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 12.98 percent over the past year, and 8.46 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.0%
1 Year 13.0%
3 Years (Annualized) 8.5%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks high total return until the fund's target retirement date, with a greater focus on income as the target date approaches. The fund primarily invests its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2030. 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 2030, has a target asset allocation of 67% of its assets in underlying funds that invest primarily in equity securities.

Fees

Fees are Low compared to funds in the same category.
John Hancock Funds Retirement Choices at 2030 Portfolio has an expense ratio of 0.33 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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