John Hancock Freedom 529 Plan - Stable Value Portfolio Fund (JSJWX)
| 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 | 11.50 |
| YTD Return | 0.61% |
| 1-Year Return | 4.54% |
| 5-Year Return | n/a |
| 52-Week Low | 11.01 |
| 52-Week High | 11.51 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About JSJWX
The John Hancock Freedom 529 Stable Value Portfolio - Class C2 is an investment option within a 529 college savings program, designed specifically to provide capital preservation with stable returns. This portfolio is structured as a stable value fund, meaning it aims to protect principal while delivering modest growth, making it an attractive choice for investors seeking lower risk in their education savings strategy. The underlying assets are typically invested in stable, low-volatility vehicles such as highly rated fixed income securities, with oversight by leading asset managers including T. Rowe Price. The portfolio serves families focused on safeguarding their education savings from market volatility, and can play a key role in a diversified 529 plan by providing a conservative allocation option. Its expense structure is competitive for its class, featuring no distribution fee for this stable value portfolio, with a total asset-based expense ratio that is generally lower than more aggressive investment choices. As part of the broader John Hancock Freedom 529 plan, this portfolio benefits from rigorous oversight and the plan’s multi-manager approach, emphasizing capital protection while supporting long-term educational funding goals.
Performance
JSJWX had a total return of 4.54% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.47%.