JHancock2 Lifecycle 2010 A
601 Congress Street Boston MA 02210
Phone: 800-225-5291
| Category: |
Target-Date 2000-2014 |
| Fund Family: |
John Hancock |
| Net Assets: |
1.16M |
| Year-to-Date Return: |
5.51% |
| Yield: |
2.36% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
30-Oct-06 |
|
Steve Orlich
Lead Manager since
30-Oct-06 |
|
| Orlich is vice president and senior portfolio manager of Asset Allocation at MFC Global Investment Management. He joined MFC in 1998. Orlich is an associate of the Society of Acuaries. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
$500 |
| Min Initial Investment, AIP: |
$25 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$25 |
|
|
|
| The investment seeks high total return until it's target retirement year. The fund invests normally substantially all of assets in underlying funds using an asset allocation strategy designed for investors expected to retire in 2010. The underlying funds invest 58% of assets in equity funds and 42% of assets in fixed-income funds. The fund may also invest in U.S. government securities and short-term paper, domestic and foreign equity and fixed-income securities and may make short sales of securities. It is nondiversified. |
| Last Dividend
(19-Dec-07):
|
0.25 |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
17.00% |
| Average for Category:
|
46.36% |
|
| Expense |
JLAAX |
Category
Avg |
| Total Expense Ratio: |
0.64%
|
0.78% |
| Max 12b1 Fee: |
0.30%
|
N/A |
| Max Front End Sales Load: |
5.00%
|
4.90% |
| Max Deferred Sales Load: |
0.00%
|
2.50% |
| 3 Yr Expense Projection*: |
$1,027 |
$800 |
| 5 Yr Expense Projection*: |
$N/A |
$1,339 |
| 10 Yr Expense Projection*: |
$N/A |
$2,549 |
|
|
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