1 / 5 Stars
2 3 1 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#20 in Target Date 2041-2045
U.S. News evaluated 43 Target Date 2041-2045 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 13.14 percent over the past year, 8.83 percent over the past three years, and 3.02 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.0%|
|3 Years (Annualized)||8.8%|
|5 Years (Annualized)||3.0%|
|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 2045. 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 Low compared to funds in the same category.
John Hancock Funds II Retirement Living through 2045 Portfolio has an expense ratio of 0.59 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.