About JLDEX
John Hancock Funds II Multimanager 2020 Lifetime Portfolio Class R2 is a target‑date mutual fund designed for investors around the 2016–2020 retirement window. It pursues a high total return through the target date and shifts toward income and capital preservation thereafter, following a preset glide path that becomes progressively more conservative over time. The portfolio uses a multimanager approach, allocating across underlying John Hancock and third‑party strategies to diversify exposure to equities, fixed income, and cash equivalents. As a later‑stage target‑date fund, it emphasizes core bond sectors and income‑oriented equities while maintaining measured equity exposure for continued growth potential and inflation mitigation. Within the target‑date category, it serves as an all‑in‑one solution, simplifying asset allocation, rebalancing, and manager selection for investors in or near retirement. The fund’s role in the market is to provide a professionally managed, diversified mix that adapts to aging investor needs, aiming to balance longevity risk, market volatility, and income stability through retirement.
Fund Family John Hancock
Category Target-Date 2020
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol JLDEX
Share Class Class R2
Index S&P Target Date 2020 TR
JLDEX had a total return of 6.62% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.70%.
