3 / 5 Stars
4 4 1 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#11 in Target Date 2036-2040
U.S. News evaluated 52 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 16.94 percent over the past year, 9.07 percent over the past three years, and 18.66 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.5%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||18.7%|
|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 currently has a target asset allocation of 95% of its assets in underlying funds that invest primarily in equity securities. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time.
Fees are Above Average compared to funds in the same category.
John Hancock Funds Retirement Living through 2040 Portfolio has an expense ratio of 0.59 percent.
Risk is High compared to funds in the same category according to Morningstar.