2040 Lifetime Blend PortfolioJRTWX
Type
Mutual fund
Peer group
Target-date
Net assets
$1.1B
Expense ratio
—
1-year return
+20.8%
3 years, a year
+16.7%
5 years, a year
+9.1%
Holdings
29
Top 10 holdings.
| Holding | % of fund |
|---|---|
| John Hancock Funds II Multimanager 2010 Lifetime Portfolio | 25.38% |
| Natixis | 23.01% |
| VANGUARD SandP 500 ETF VANGUARD SandP 500 ETF | 11.02% |
| Fidelity Mid Cap Index Fund Fidelity Mid Cap Indx | 8.41% |
| Vanguard Total Bond Market ETF Vanguard Total Bond Market | 6.66% |
| Hancock John Sovereign Bd Fd Mutual Fund | 6.64% |
| Vanguard FTSE Developed Markets ETF | 5.96% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 2.33% |
| John Hancock Investors Trust | 2.12% |
| John Hancock Investors Trust | 1.67% |
More on JRTWX.
- JRTWX overview
- JRTWX holdings
- JRTWX risk
- JRTWX costs
- JRTWX money in and out
- JRTWX share classes
- Compare JRTWX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.