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

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

22.66

-0.04 (-0.18%)

Aug 26, 2026, 9:30 AM EST

17.53% (1Y)

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	22.70
YTD Return	11.13%
1-Year Return	17.53%
5-Year Return	n/a
52-Week Low	19.19
52-Week High	22.81
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About JHLOX

John Hancock Freedom 529 Portfolio 2037-2040 Class C2 is an enrollment-based investment portfolio within the John Hancock Freedom 529 education savings plan. Designed to support long-term college funding goals, the portfolio primarily serves families seeking to save for higher education expenses for beneficiaries expected to attend college between 2037 and 2040. This portfolio features a high allocation to equities—approximately 98.75%—in its early years, aiming for capital growth through diversified exposure to domestic and international stock markets. As the target college enrollment date approaches, the asset allocation automatically becomes more conservative, reducing equity exposure to help manage risk as college nears. The John Hancock Freedom 529 program is managed in partnership with T. Rowe Price and the Education Trust of Alaska. It utilizes a multi-manager approach, blending mutual funds from over 20 asset managers to offer diversification and professional oversight. As part of a broader suite of age-based and static investment options, this portfolio plays a crucial role in helping families plan and save efficiently for future education costs, adapting its strategy over time for risk management and growth potential.

Stock Exchange NASDAQ

Ticker Symbol JHLOX

Performance

JHLOX had a total return of 17.53% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.05%.