About JRTFX
John Hancock 2025 Lifetime Blend Portfolio Class R6 is a target-date mutual fund designed to provide a diversified, professionally managed path to retirement around the year 2025. Its primary objective is high total return through the target retirement date, transitioning to a greater emphasis on income thereafter, consistent with target-date portfolio design. The strategy blends equities, fixed income, and real assets through underlying managers, following a preset glide path that gradually de-risks as investors move past retirement. The portfolio is part of a series that offers a one-stop retirement investment solution, aligning asset allocation with an investor’s time horizon and risk tolerance near retirement. It is benchmarked to industry target-date indexes, with performance and risk reported against peers in the Target-Date 2025 category. As an institutional share class, it emphasizes cost efficiency, reflecting lower expense structures typical of R6 share classes to support long-term retirement outcomes. Regular commentaries detail positioning across equities, defensive allocations, and real assets, providing transparency into contributors and detractors to relative performance.
Fund Family John Hancock
Category Target-Date 2025
Performance Rating Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol JRTFX
Share Class Class R6
Index S&P Target Date 2025 TR
JRTFX had a total return of 9.82% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.27%.
