JHancock Multimanager 2055 Lifetime R4 (JLKQX)
| Fund Assets | 454.91M |
| Expense Ratio | 0.85% |
| Min. Investment | $250,000 |
| Turnover | 22.00% |
| Dividend (ttm) | 0.38 |
| Dividend Yield | 2.75% |
| Dividend Growth | 9.60% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 30, 2024 |
| Previous Close | 13.71 |
| YTD Return | 13.92% |
| 1-Year Return | 17.77% |
| 5-Year Return | 68.89% |
| 52-Week Low | 10.53 |
| 52-Week High | 13.71 |
| Beta (5Y) | n/a |
| Holdings | 34 |
| Inception Date | Mar 26, 2014 |
About JLKQX
John Hancock Funds Multimanager 2055 Lifetime Portfolio Class R4 is a target-date mutual fund designed primarily for investors planning to retire around the year 2055. The fund operates by gradually shifting its investment mix from a greater emphasis on growth-oriented assets, such as equities, toward more income-focused and conservative holdings as the designated retirement year approaches. This strategy aims to balance potential long-term appreciation with risk management, particularly as investors near and move through retirement. The portfolio utilizes a multimanager approach, drawing from a range of underlying John Hancock funds to achieve broad diversification across domestic and international equities, as well as fixed income securities. Its top holdings often include allocations to U.S. sector rotation, international strategic equity, and emerging markets, reflecting a blend that covers multiple regions and asset classes. The fund is part of the broader target-date category, which plays a significant role in retirement planning by offering a simplified, professionally managed path aligned to a specific time horizon. The John Hancock Multimanager 2055 Lifetime Portfolio is commonly used within employer-sponsored retirement plans and IRAs, providing investors with an all-in-one solution tailored to long-term retirement goals.
Performance
JLKQX had a total return of 17.77% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.77%.
Top 10 Holdings
82.88% of assets| Name | Symbol | Weight |
|---|---|---|
| JHancock U.S. Sector Rotation NAV | n/a | 17.47% |
| JHancock International Stra Eq Allc NAV | n/a | 14.73% |
| John Hancock Funds Disciplined Value Fund | JDVNX | 11.76% |
| JHancock Blue Chip Growth NAV | n/a | 10.77% |
| John Hancock Disciplined Value International Fund | JDIVX | 6.11% |
| JHFunds2 Mid Value NAV | JMVNX | 5.26% |
| JHancock International Dynamic Gr NAV | n/a | 4.62% |
| JHF Fundamental Large Cap Core Class NAV | JLCNX | 4.18% |
| JHancock Emerging Markets Equity NAV | n/a | 4.03% |
| JHancock Mid Cap Growth NAV | JACFX | 3.94% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 30, 2024 | $0.37556 | Dec 31, 2024 |
| Dec 27, 2023 | $0.34265 | Dec 28, 2023 |
| Dec 28, 2022 | $1.38514 | Dec 29, 2022 |
| Dec 29, 2021 | $1.30905 | Dec 30, 2021 |
| Dec 29, 2020 | $0.53333 | Dec 30, 2020 |
| Dec 27, 2019 | $0.94842 | Dec 30, 2019 |