Education Trust Alaska John Hancock Freedom 529 Plan - Portfolio 2041-2044 Fund (JJIBX)
| 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 | 15.95 |
| YTD Return | 4.39% |
| 1-Year Return | 18.68% |
| 5-Year Return | n/a |
| 52-Week Low | 11.26 |
| 52-Week High | 16.14 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About JJIBX
John Hancock Freedom 529 Portfolio 2041-2044 Class C2 is an enrollment-based portfolio within the John Hancock Freedom 529 education savings plan, developed in partnership with the Education Trust of Alaska and managed by T. Rowe Price Associates. Its primary function is to help families save for future education expenses by offering a diversified, professionally managed investment solution tailored to beneficiaries expecting to begin college between 2041 and 2044. The portfolio’s strategy automatically adjusts its asset allocation over time, gradually shifting from a growth-oriented mix toward a more conservative approach as the enrollment date approaches. Currently, its holdings are composed entirely of equities, with a significant allocation to both U.S. and international stocks, aiming to capture long-term capital appreciation during the early phase of the investment horizon. The fund draws on the expertise of multiple prominent asset managers and leverages a broad range of actively managed underlying funds for deeper diversification. This structure positions the portfolio as a comprehensive savings tool within the 529 plan landscape, designed to address the rising costs of higher education while balancing growth potential and risk management.
Performance
JJIBX had a total return of 18.68% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.21%.