Multi Index 2055 Lifetime Fund Quote
| JLKWX Fund | USD 14.88 0.02 0.13% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Multi Index is trading at 14.88 as of the 3rd of October 2024; that is 0.13% up since the beginning of the trading day. The fund's open price was 14.86. Multi Index 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. Equity ratings for Multi Index 2055 Lifetime are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 3rd of October 2024. 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 2055. 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 2055 Lifetime
Moving together with Multi Mutual Fund
Multi Mutual Fund Highlights
| Fund Concentration | John Hancock Funds, Large Blend Funds, Target-Date 2055 Funds, Target-Date 2055, John Hancock (View all Sectors) |
| Update Date | 30th of September 2024 |
Multi Index 2055 Lifetime [JLKWX] is traded in USA and was established 3rd of October 2024. Multi Index is listed under John Hancock category by Fama And French industry classification. The fund is listed under Target-Date 2055 category and is part of John Hancock family. This fund currently has accumulated 82.6 M in assets under management (AUM) with no minimum investment requirementsMulti Index 2055 is currently producing year-to-date (YTD) return of 16.46% with the current yeild of 0.02%, while the total return for the last 3 years was 5.32%.
Check Multi Index 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 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 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 2055 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 2055 Lifetime Mutual Fund Constituents
| VCIT | Vanguard Intermediate Term Corporate | Etf | Corporate Bond | |
| VIG | Vanguard Dividend Appreciation | Etf | Large Blend | |
| ACWV | iShares MSCI Global | Etf | Global Large-Stock Blend | |
| SCHG | Schwab Large Cap Growth | Etf | Large Growth | |
| USMV | iShares MSCI USA | Etf | Large Blend | |
| VB | Vanguard Small Cap Index | Etf | Small Blend | |
| VEA | Vanguard FTSE Developed | Etf | Foreign Large Blend | |
| VGT | Vanguard Information Technology | Etf | Technology |
Multi Index 2055 Risk Profiles
| Mean Deviation | 0.6786 | |||
| Semi Deviation | 0.8763 | |||
| Standard Deviation | 0.9074 | |||
| Variance | 0.8233 |
Multi Index Against Markets
Other Information on Investing in Multi Mutual Fund
Multi Index financial ratios help investors to determine whether Multi 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 with respect to the benefits of owning Multi Index security.
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |