JRTAX Mutual Fund
JRTAX Mutual Fund
JRTAX Mutual Fund
John Hancock 2020 Lifetime Blend Portfolio Class R6
JRTAX Mutual Fund Overview
JRTAX Mutual Fund (John Hancock 2020 Lifetime Blend Portfolio Class R6) is managed by John Hancock Investment Management with $303.7M in net assets. JRTAX expense ratio is 0.36%, holding 33 positions across sectors including Financials. Inception date: 2013-11-07.
JRTAX performance shows a YTD return of 5.29%. The 1-year return is 11.59% and the 5-year return is 4.57%. JRTAX dividend yield stands at 3.37%, paid annually.
JRTAX top holdings include Vanguard Total Bond Market ETF (15.1%), Jhf Ii US Strat Equity Alloc Mutual Fund (15.0%), Hancock John Sovereign Bd Fd Mutual Fund (14.7%), John Hancock Funds Ii Strategic Equity Allocation Fund (8.5%), Short-term Corporate Bond ETF (vanguard) (7.8%). Go to all JRTAX holdings, JRTAX sectors, or JRTAX dividends.
JRTAX can be compared against other funds. Use JRTAX overlap to find shared positions, or JRTAX vs another fund for a side-by-side view. JRTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.