Retirement Living Through Fund Quote
| JRLQX Fund | USD 14.68 0.04 0.27% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Retirement Living is trading at 14.68 as of the 20th of November 2024; that is 0.27% up since the beginning of the trading day. The fund's open price was 14.64. Retirement Living 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 Retirement Living Through are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of December 2022 and ending today, the 20th of November 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 2045. 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 Retirement Living Through
Moving together with Retirement Mutual Fund
Retirement Mutual Fund Highlights
| Fund Concentration | John Hancock Funds, Large Blend Funds, Target-Date 2045 Funds, Target-Date 2045, John Hancock (View all Sectors) |
| Update Date | 30th of September 2024 |
Retirement Living Through [JRLQX] is traded in USA and was established 20th of November 2024. Retirement Living is listed under John Hancock category by Fama And French industry classification. The fund is listed under Target-Date 2045 category and is part of John Hancock family. This fund currently has accumulated 154.45 M in assets under management (AUM) with no minimum investment requirementsRetirement Living Through is currently producing year-to-date (YTD) return of 15.09% with the current yeild of 0.02%, while the total return for the last 3 years was 3.56%.
Check Retirement Living 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 Retirement 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 Retirement 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 Retirement Living Through 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 Retirement Living Through Mutual Fund Constituents
| VCIT | Vanguard Intermediate Term Corporate | Etf | Corporate Bond | |
| ACWV | iShares MSCI Global | Etf | Global Large-Stock Blend | |
| BND | Vanguard Total Bond | Etf | Intermediate Core Bond | |
| 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 |
Retirement Living Through Risk Profiles
| Mean Deviation | 0.505 | |||
| Semi Deviation | 0.6168 | |||
| Standard Deviation | 0.6555 | |||
| Variance | 0.4297 |
Retirement Living Against Markets
Other Information on Investing in Retirement Mutual Fund
Retirement Living financial ratios help investors to determine whether Retirement 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 Retirement with respect to the benefits of owning Retirement Living security.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Bonds Directory Find actively traded corporate debentures issued by US companies |