3 / 5 Stars
4 4 1 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#12 in Target Date 2036-2040
U.S. News evaluated 49 Target Date 2036-2040 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 22.62 percent over the past year, 11.19 percent over the past three years, and 14.28 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||19.0%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||14.3%|
|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 around the year 2040. It has a target asset allocation of 95% 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 Above Average compared to funds in the same category.
John Hancock Funds Retirement Living through 2040 Portfolio has an expense ratio of 0.60 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.