Retirement Living Through Fund Quote
| JRTBX Fund | USD 11.46 0.04 0.35% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Retirement Living is trading at 11.46 as of the 18th of January 2025; that is 0.35% up since the beginning of the trading day. The fund's open price was 11.42. Retirement Living has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of January 2024 and ending today, the 18th of January 2025. 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 2025. 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 2025 Funds, Target-Date 2025, John Hancock (View all Sectors) |
| Update Date | 31st of December 2024 |
Retirement Living Through [JRTBX] is traded in USA and was established 18th of January 2025. Retirement Living is listed under John Hancock category by Fama And French industry classification. The fund is listed under Target-Date 2025 category and is part of John Hancock family. This fund currently has accumulated 219.34 M in assets under management (AUM) with no minimum investment requirementsRetirement Living Through is currently producing year-to-date (YTD) return of 0.44% with the current yeild of 0.03%, while the total return for the last 3 years was 1.07%.
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 | |
| VCSH | Vanguard Short Term Corporate | Etf | Short-Term Bond | |
| VWOB | Vanguard Emerging Markets | Etf | Emerging Markets Bond | |
| VSS | Vanguard FTSE All World | Etf | Foreign Small/Mid Blend | |
| VOO | Vanguard SP 500 | Etf | Large Blend | |
| VO | Vanguard Mid Cap Index | Etf | Mid-Cap Blend | |
| VIG | Vanguard Dividend Appreciation | Etf | Large Blend | |
| VEA | Vanguard FTSE Developed | Etf | Foreign Large Blend |
Retirement Living Through Risk Profiles
| Mean Deviation | 0.3193 | |||
| Standard Deviation | 0.437 | |||
| Variance | 0.1909 | |||
| Risk Adjusted Performance | (0.04) |
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.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |