Retirement Living Through Fund Quote
| JRTAX Fund | USD 11.28 0.02 0.18% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Retirement Living is trading at 11.28 as of the 23rd of November 2024; that is 0.18% up since the beginning of the trading day. The fund's open price was 11.26. Retirement Living has about a 22 % 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 24th of October 2024 and ending today, the 23rd of November 2024. Click here to learn more.
Under normal market conditions, 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 2020. The 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
Retirement Mutual Fund Highlights
| Fund Concentration | John Hancock Funds, Large Blend Funds, Target-Date 2020 Funds, Target-Date 2020, John Hancock (View all Sectors) |
| Update Date | 30th of September 2024 |
Retirement Living Through [JRTAX] is traded in USA and was established 23rd of November 2024. Retirement Living is listed under John Hancock category by Fama And French industry classification. The fund is listed under Target-Date 2020 category and is part of John Hancock family. This fund currently has accumulated 144.51 M in assets under management (AUM) with minimum initial investment of 1000 K. Retirement Living Through is currently producing year-to-date (YTD) return of 7.92% with the current yeild of 0.03%, while the total return for the last 3 years was 1.24%.
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
| VTIP | Vanguard Short Term Inflation Protected | Etf | Short-Term Inflation-Protected Bond | |
| ACWV | iShares MSCI Global | Etf | Global Large-Stock Blend | |
| BKLN | Invesco Senior Loan | Etf | Bank Loan | |
| BND | Vanguard Total Bond | Etf | Intermediate Core Bond | |
| EMB | iShares JP Morgan | Etf | Emerging Markets Bond | |
| HYLB | Xtrackers USD High | Etf | High Yield Bond | |
| JNK | SPDR Bloomberg High | Etf | High Yield Bond | |
| USMV | iShares MSCI USA | Etf | Large Blend |
Retirement Living Through Risk Profiles
| Mean Deviation | 0.2698 | |||
| Semi Deviation | 0.2871 | |||
| Standard Deviation | 0.3423 | |||
| Variance | 0.1172 |
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.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |