Education Trust Alaska John Hancock Freedom 529 Plan - Future Trends Portfolio Fund (JFILX)
| Fund Assets | n/a |
| Expense Ratio | n/a |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 32.38 |
| YTD Return | -0.58% |
| 1-Year Return | 15.39% |
| 5-Year Return | n/a |
| 52-Week Low | 22.63 |
| 52-Week High | 33.53 |
| Beta (5Y) | 0.96 |
| Holdings | n/a |
| Inception Date | n/a |
About JFILX
John Hancock Freedom 529 Future Trends Portfolio is an investment portfolio designed for use within 529 college savings plans, specifically offered through the John Hancock Freedom 529 program in partnership with the Education Trust of Alaska. This portfolio’s primary function is to help families save for future education expenses by providing targeted exposure to equity markets, with a focus on companies and sectors poised to benefit from long-term economic and technological trends. Notably, the Future Trends Portfolio is structured as a 100% U.S. stock allocation, distinguishing it from many peers that include a mix of international equities, bonds, or real estate assets. This approach seeks to capitalize on growth opportunities in evolving industries relevant to future societal and economic developments. The portfolio pools investments in mutual funds managed by a variety of asset managers, offering diversification within the U.S. equity space while maintaining a forward-looking thematic investment strategy. Its significance in the market arises from its role in helping savers prepare for rising education costs through potential long-term capital appreciation while participating in emerging trends that could shape the future economy.
Performance
JFILX had a total return of 15.39% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.60%.