3 / 5 Stars
4 4 1 1 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#11 in Target Date 2026-2030
U.S. News evaluated 51 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.
The fund has returned 13.82 percent over the past year, 8.38 percent over the past three years, and 16.88 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.6%|
|3 Years (Annualized)||8.4%|
|5 Years (Annualized)||16.9%|
|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 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, currently has a target asset allocation of 86% of its assets in underlying funds that invest primarily in equity securities.
Fees are Above Average compared to funds in the same category.
John Hancock Funds Retirement Living through 2030 Portfolio has an expense ratio of 0.58 percent.
Risk is High compared to funds in the same category according to Morningstar.