Education Trust Of Alaska John Hancock Freedom 529 Plan - Portfolio 2037-2040 (JHAKX)

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	24.36
YTD Return	12.17%
1-Year Return	18.71%
5-Year Return	n/a
52-Week Low	20.43
52-Week High	24.52
Beta (5Y)	0.90
Holdings	n/a
Inception Date	n/a

About JHAKX

John Hancock Freedom 529 Portfolio 2037-2040 Class F is an enrollment-based portfolio within a 529 education savings plan, designed to help families save for future higher education expenses. The portfolio is structured to align with beneficiaries who anticipate entering college between the years 2037 and 2040, automatically shifting its asset allocation over time to match the changing risk profile as the target enrollment date approaches. Early in the investment timeline, the portfolio typically emphasizes growth assets such as equities, and as the enrollment date nears, it gradually transitions toward more conservative holdings like bonds and cash equivalents to help preserve capital. The plan leverages diversified mutual funds from multiple asset managers, benefiting from professional management and regular rebalancing. Notably, the John Hancock Freedom 529 program, managed in partnership with the Education Trust of Alaska and T. Rowe Price, is not FDIC insured and carries investment risk, as with most 529 plans. This portfolio plays a significant role within the education savings landscape, offering tailored investment solutions for long-term college planning needs.

• Stock Exchange: NASDAQ
• Ticker Symbol: JHAKX

Performance

JHAKX had a total return of 18.71% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.20%.

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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