John Hancock Trust Co. Collective Investment Trust - Lifetime Blend 2040 Trust Fund (JHTBBX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

14.21

+0.08 (0.57%)

Oct 15, 2026, 4:00 PM EST

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	14.13
YTD Return	9.71%
1-Year Return	12.77%
5-Year Return	n/a
52-Week Low	12.31
52-Week High	14.58
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About JHTBBX

John Hancock Lifestyle Blend Balanced CIT is a collective investment trust designed to provide investors with diversified exposure across multiple asset classes. The fund seeks to achieve a balance between a high level of current income and the growth of capital, with a strategic tilt towards capital appreciation. As a "fund of funds," it allocates its assets among a mix of domestic and international equities, fixed-income securities, and a stable value component. Approximately 60% of its portfolio is typically invested in equity-focused underlying funds, including exposure to U.S. and foreign stocks as well as real estate investment trusts, while about 40% is dedicated to fixed-income instruments, notably including a stable value guaranteed income fund. This diversified structure aims to reduce portfolio risk while enabling participation in both bond and equity markets. The fund's holdings span various sectors such as technology, financial services, consumer cyclical, and healthcare, reflecting its broad market reach. Its moderate allocation profile and exposure to multiple investment styles make it a significant option for retirement plans and investors seeking a single-step, professionally managed diversified investment solution with an emphasis on balanced long-term growth.

Stock Exchange Nasdaq

Ticker Symbol JHTBBX

Performance

JHTBBX had a total return of 12.77% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.39%.