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JRHQX:NASDAQ

John Hancock Funds Retirement Choices at 2030 Portfolio Class R1 – JRHQX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
13.670.08 (+0.59%)12.39 - 13.670.0

Market data as of 6:05PM 11/21/14. Quotes are delayed by at least 15 min.

Overview - JRHQX

The investment seeks high total return until the fund's target retirement date, with a greater focus on income as the target date approaches. The fund primarily invests its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 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, has a target asset allocation of 67% of its assets in underlying funds that invest primarily in equity securities.

Growth of $10,000 (10 Years)

Total Return10.82%
Yield (Trailing 12 Mo.)1.17%
Expense Ratio15.52%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure5 Years
Fund Inception09/04/2012

Trailing Total Returns - JRHQX

as of 10/31/2014
TimeframeJRHQXS&P 500Target Date 2026-2030
1 Month1.58%2.44%1.58%
3 Month1.65%5.05%1.21%
Year-to-Date4.97%10.99%4.97%
1 Year7.61%17.27%7.64%
3 Year10.59%19.77%11.20%
5 Year--16.69%10.45%
10 Year--8.20%5.96%
Since Inception10.82%10.67%--

Sector Allocation - JRHQX

as of 10/31/2014
Basic Materials
 
5.46%
Consumer Cyclical
 
9.96%
Financial Services
 
16.34%
Real Estate
 
3.62%
Consumer Defensive
 
9.17%
Healthcare
 
12.27%
Utilities
 
2.93%
Communication Services
 
3.89%
Energy
 
9.47%
Industrials
 
11.28%
Technology
 
15.60%

Asset Allocation - JRHQX

as of 10/31/2014
By PercentShort0%LongNet
Stock0.00
 
 
45.1445.14
Bond0.00
 
 
26.9326.93
Other0.00
 
 
1.081.08
Foreign Stock0.00
 
 
18.6518.65
Foreign Bond0.10
 
 
4.754.65
Total0.1096.5596.45
Cash0.00
 
 
3.333.33
Total Net Assets$1.20B
Total Stock Holdings0
Total Bond Holdings0

Bond Credit Quality - JRHQX

as of 10/31/2014
AAA32.06%
AA6.39%
A21.04%
BBB22.31%
BB6.96%
B7.78%
Below B2.82%
Not Rated0.65%

Top Ten Holdings - JRHQX

as of 10/31/2014
CompanyYTD Return% of Assets
JHFunds2 Strategic Equity Allc NAV--56.92%
BND--7.74%
VCIT--4.72%
JNK--4.22%
VIG--3.88%
BIV--3.79%
VWO--3.10%
BSV--2.69%
VCSH--2.39%
SCPB--2.39%

Valuation & Growth - JRHQX

as of 10/31/2014
ValuationJRHQXCategory Range
Price/Earnings17.82
Price/Book2.26
Price/Sales1.48
Price/Cash Flow10.62
Dividend Yield2.31
LT Earnings10.39
Historical Earnings11.24
Sales Growth-15.7
Cash-Flow Growth2.36
Book-Value Growth-11.14
Key:  Lo 
 Hi

Morningstar Summary - JRHQX, 3 Year

Rate Sensitivity
High
Mid
Low
Ratingvs Category
Overall
RiskBelow Avg
ReturnBelow Avg
Key:  Lo 
 Hi

Tax Analysis - JRHQX, 3 Year Avg

Pretax Return10.59%
Tax-adjusted Return--
Tax Cost Ratio--
Potential Cap Gains14.46%

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