Retirement Living Through Fund Quote

JHREX Fund  USD 7.93  0.04  0.51%   

Performance

4 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 20

 
High
 
Low
Low
Retirement Living is trading at 7.93 as of the 25th of November 2024; that is 0.51 percent increase since the beginning of the trading day. The fund's open price was 7.89. Retirement Living has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Retirement Living Through are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund invests substantially all of its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2015. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time.. More on Retirement Living Through

Moving together with Retirement Mutual Fund

  0.98JQLMX Multimanager LifestylePairCorr
  0.82JQLBX Multimanager LifestylePairCorr
  0.62JQLAX Multimanager LifestylePairCorr
  0.95JQLCX Multimanager LifestylePairCorr

Retirement Mutual Fund Highlights

Fund ConcentrationJohn Hancock Funds, Large Blend Funds, Target-Date 2015 Funds, Target-Date 2015, John Hancock (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of January 2023
Fiscal Year EndAugust
Retirement Living Through [JHREX] is traded in USA and was established 25th of November 2024. Retirement Living is listed under John Hancock category by Fama And French industry classification. The fund is listed under Target-Date 2015 category and is part of John Hancock family. This fund currently has accumulated 180.13 M in assets under management (AUM) with no minimum investment requirementsRetirement Living Through is currently producing year-to-date (YTD) return of 8.08% with the current yeild of 0.04%, while the total return for the last 3 years was 1.45%.
Check Retirement Living Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Retirement Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Retirement Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Retirement Living Through Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Retirement Living Through Mutual Fund Constituents

FIPDXFidelity Inflation Protected BondMutual FundInflation-Protected Bond
JHTRXJpmorgan Hedged EquityMutual FundOptions Trading
More Details

Retirement Living Through Risk Profiles

Retirement Living Against Markets

Other Information on Investing in Retirement Mutual Fund

Retirement Living financial ratios help investors to determine whether Retirement Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Retirement with respect to the benefits of owning Retirement Living security.
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