Multi Index 2025 Lifetime Fund Quote
JRTDX Fund | USD 11.55 0.07 0.61% |
PerformanceModest
| Odds Of DistressLow
|
Multi-index 2025 is trading at 11.55 as of the 18th of March 2025; that is 0.61% up since the beginning of the trading day. The fund's open price was 11.48. Multi-index 2025 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. The performance scores are derived for the period starting the 23rd of March 2024 and ending today, the 18th of March 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 Multi Index 2025 Lifetime
Moving together with Multi-index Mutual Fund
Multi-index 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 March 2025 |
Multi Index 2025 Lifetime [JRTDX] is traded in USA and was established 18th of March 2025. Multi-index 2025 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 220.31 M in assets under management (AUM) with no minimum investment requirementsMulti Index 2025 is currently producing year-to-date (YTD) return of 1.23% with the current yeild of 0.03%, while the total return for the last 3 years was 4.31%.
Check Multi-index 2025 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 Multi-index 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 Multi-index 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 Multi Index 2025 Lifetime 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 Multi Index 2025 Lifetime 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 |
Multi Index 2025 Risk Profiles
Mean Deviation | 0.3661 | |||
Standard Deviation | 0.487 | |||
Variance | 0.2371 | |||
Risk Adjusted Performance | (0.06) |
Multi-index 2025 Against Markets
Other Information on Investing in Multi-index Mutual Fund
Multi-index 2025 financial ratios help investors to determine whether Multi-index 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 Multi-index with respect to the benefits of owning Multi-index 2025 security.
Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
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Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
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