John Hancock Funds Multimanager 2060 Lifetime Portfolio Class I (JMENX)
Fund Assets | 313.81M |
Expense Ratio | 0.69% |
Min. Investment | $250,000 |
Turnover | 14.00% |
Dividend (ttm) | 0.43 |
Dividend Yield | 2.93% |
Dividend Growth | -0.15% |
Payout Frequency | Annual |
Ex-Dividend Date | Dec 30, 2024 |
Previous Close | 14.84 |
YTD Return | 9.38% |
1-Year Return | 14.35% |
5-Year Return | 72.62% |
52-Week Low | 11.99 |
52-Week High | 14.93 |
Beta (5Y) | n/a |
Holdings | 34 |
Inception Date | Mar 30, 2016 |
About JMENX
John Hancock Multimanager 2060 Lifetime Portfolio is a target-date mutual fund designed primarily for investors planning to retire around the year 2060. The fund aims to deliver high total return through its target retirement date by pursuing both capital appreciation and income generation. It employs a multimanager approach, investing in a diversified selection of underlying funds that collectively span various asset classes and investment styles. This strategy helps to spread risk and capitalize on the strengths of multiple investment managers. As a fund-of-funds, the portfolio periodically rebalances its allocations, gradually shifting from a higher equity exposure in the early years to a more conservative, income-focused mix as the target date approaches and beyond. This makes it an integral solution for long-term retirement planning, simplifying the investment process for individuals by offering a single, professionally managed portfolio that evolves with the investor’s life stage.
Performance
JMENX had a total return of 14.35% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.98%.
Top 10 Holdings
83.75% of assetsName | Symbol | Weight |
---|---|---|
JHancock U.S. Sector Rotation NAV | n/a | 19.23% |
JHancock International Stra Eq Allc NAV | n/a | 13.86% |
John Hancock Funds Disciplined Value Fund Class NAV | JDVNX | 11.70% |
JHancock Blue Chip Growth NAV | n/a | 10.55% |
John Hancock Disciplined Value International Fund Class NAV | JDIVX | 6.01% |
JHFunds2 Mid Value NAV | JMVNX | 5.20% |
JHancock International Dynamic Gr NAV | n/a | 4.59% |
JHancock Mid Cap Growth NAV | JACFX | 4.28% |
JHF Fundamental Large Cap Core Class NAV | JLCNX | 4.26% |
JHancock Emerging Markets Equity NAV | n/a | 4.07% |
Dividend History
Ex-Dividend | Amount | Pay Date |
---|---|---|
Dec 30, 2024 | $0.43314 | Dec 31, 2024 |
Dec 27, 2023 | $0.4338 | Dec 28, 2023 |
Dec 28, 2022 | $1.49669 | Dec 29, 2022 |
Dec 29, 2021 | $1.40128 | Dec 30, 2021 |
Dec 29, 2020 | $0.54903 | Dec 30, 2020 |
Dec 27, 2019 | $0.79252 | Dec 30, 2019 |