Multi Index 2020 Lifetime Fund Quote
JRLPX Fund | USD 11.19 0.02 0.18% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Multi-index 2020 is trading at 11.19 as of the 21st of November 2024; that is 0.18% up since the beginning of the trading day. The fund's open price was 11.17. Multi-index 2020 has about a 22 % 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 2020 Lifetime are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of October 2024 and ending today, the 21st of November 2024. Click here to learn more.
Under normal market conditions, 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 2020. 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 2020 Lifetime
Moving together with Multi-index Mutual Fund
Multi-index Mutual Fund Highlights
Fund Concentration | John Hancock Funds, Large Blend Funds, Target-Date 2020 Funds, Target-Date 2020, John Hancock (View all Sectors) |
Update Date | 30th of September 2024 |
Multi Index 2020 Lifetime [JRLPX] is traded in USA and was established 21st of November 2024. Multi-index 2020 is listed under John Hancock category by Fama And French industry classification. The fund is listed under Target-Date 2020 category and is part of John Hancock family. This fund currently has accumulated 134.7 M in assets under management (AUM) with no minimum investment requirementsMulti Index 2020 is currently producing year-to-date (YTD) return of 7.64% with the current yeild of 0.03%, while the total return for the last 3 years was 0.96%.
Check Multi-index 2020 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 2020 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 2020 Lifetime Mutual Fund Constituents
VTIP | Vanguard Short Term Inflation Protected | Etf | Short-Term Inflation-Protected Bond | |
ACWV | iShares MSCI Global | Etf | Global Large-Stock Blend | |
BKLN | Invesco Senior Loan | Etf | Bank Loan | |
BND | Vanguard Total Bond | Etf | Intermediate Core Bond | |
EMB | iShares JP Morgan | Etf | Emerging Markets Bond | |
HYLB | Xtrackers USD High | Etf | High Yield Bond | |
USMV | iShares MSCI USA | Etf | Large Blend | |
VCIT | Vanguard Intermediate Term Corporate | Etf | Corporate Bond |
Multi Index 2020 Risk Profiles
Mean Deviation | 0.2639 | |||
Semi Deviation | 0.3029 | |||
Standard Deviation | 0.3313 | |||
Variance | 0.1098 |
Multi-index 2020 Against Markets
Other Information on Investing in Multi-index Mutual Fund
Multi-index 2020 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 2020 security.
Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |