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

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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	24.92
YTD Return	16.53%
1-Year Return	22.85%
5-Year Return	n/a
52-Week Low	20.11
52-Week High	24.95
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About JHALX

John Hancock Freedom 529 Portfolio 2037-2040 Class A is an enrollment-based investment portfolio designed specifically for education savings within a 529 plan structure. Its primary function is to help families prepare for future college costs by providing a diversified mix of assets that adjust over time as the beneficiary approaches their projected college enrollment date, which in this case is between 2037 and 2040. The portfolio is part of the John Hancock Freedom 529 plan, which is offered by the Education Trust of Alaska and managed by T. Rowe Price Associates, Inc. This portfolio employs a multimanager investment approach, drawing from multiple strategies and asset managers to optimize diversification and risk management. Over time, the asset allocation gradually shifts from higher-growth investments, such as equities, toward more conservative holdings, like bonds and money market instruments, to help preserve capital as the beneficiary nears college age. The John Hancock Freedom 529 plan stands out for its tax advantages, diversified portfolio construction, and dedicated design for education-focused saving goals, making it a significant vehicle in the education savings sector.

• Ticker Symbol: JHALX

Performance

JHALX had a total return of 22.85% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.33%.

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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