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JLHHX:NASDAQ

John Hancock Funds Retirement Living through 2035 Portfolio Class R5 – JLHHX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
12.41-0.01 (-0.08%)10.84 - 12.500.0

Market data as of 6:05PM 08/22/14. Quotes are delayed by at least 15 min.

Overview - JLHHX

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 2035. 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 2035, currently has a target asset allocation of 93% of its assets in underlying funds that invest primarily in equity securities.

Growth of $10,000 (10 Years)

Total Return5.71%
Yield (Trailing 12 Mo.)2.16%
Expense Ratio1.44%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure5 Years
Fund Inception10/30/2006

Trailing Total Returns - JLHHX

as of 07/31/2014
TimeframeJLHHXS&P 500Target Date 2031-2035
1 Month-1.78%-1.38%-1.78%
3 Month2.36%3.02%1.95%
Year-to-Date4.03%5.66%3.65%
1 Year14.27%16.94%12.36%
3 Year11.17%16.84%10.13%
5 Year13.35%16.79%12.36%
10 Year--8.00%6.53%
Since Inception5.71%10.61%--

Sector Allocation - JLHHX

as of 07/31/2014
Basic Materials
 
5.53%
Consumer Cyclical
 
12.58%
Financial Services
 
16.26%
Real Estate
 
3.44%
Consumer Defensive
 
8.19%
Healthcare
 
12.09%
Utilities
 
2.75%
Communication Services
 
3.46%
Energy
 
9.37%
Industrials
 
11.46%
Technology
 
14.86%

Asset Allocation - JLHHX

as of 07/31/2014
By PercentShort0%LongNet
Stock0.00
 
 
53.8953.89
Bond0.01
 
 
3.213.20
Other0.13
 
 
1.671.54
Foreign Stock0.37
 
 
31.4431.07
Foreign Bond2.35
 
 
4.982.63
Total2.8695.1992.33
Cash0.01
 
 
7.447.42
Total Net Assets$1.08B
Total Stock Holdings0
Total Bond Holdings0

Top Ten Holdings - JLHHX

as of 07/31/2014
CompanyYTD Return% of Assets
JHFunds2 Strategic Equity Allc NAV--37.52%
JEVNX--4.43%
JHFunds2 Alpha Opportunities NAV--3.58%
JHFunds2 Capital Appreciation Value NAV--3.49%
JHFunds2 Science & Technology NAV--2.85%
JHVIX--2.33%
JHFunds2 Mid Cap Stock NAV--2.31%
JHFunds2 Blue Chip Growth NAV--2.29%
JHCPX--2.04%
JHancock Absolute Return Currency NAV--1.99%

Valuation & Growth - JLHHX

as of 07/31/2014
ValuationJLHHXCategory Range
Price/Earnings17.95
Price/Book2.12
Price/Sales1.37
Price/Cash Flow10.37
Dividend Yield2.15
LT Earnings11.01
Historical Earnings10.78
Sales Growth-15.09
Cash-Flow Growth0.93
Book-Value Growth-37.12
Key:  Lo 
 Hi

Morningstar Summary - JLHHX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskAbove Avg
ReturnAbove Avg
Key:  Lo 
 Hi

Tax Analysis - JLHHX, 3 Year Avg

Pretax Return11.17%
Tax-adjusted Return9.95%
Tax Cost Ratio1.11%
Potential Cap Gains31.71%

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