Multi Index 2055 Lifetime Fund Quote
JLKWX Fund | USD 15.98 0.03 0.19% |
PerformanceStrong
| Odds Of DistressLow
|
Multi-index 2055 is trading at 15.98 as of the 22nd of July 2025; that is 0.19% up since the beginning of the trading day. The fund's open price was 15.95. Multi-index 2055 has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 23rd of April 2025 and ending today, the 22nd of July 2025. 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-index Mutual Fund
Multi-index 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 June 2025 |
Multi Index 2055 Lifetime [JLKWX] is traded in USA and was established 22nd of July 2025. Multi-index 2055 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 9.22% with the current yeild of 0.01%, while the total return for the last 3 years was 14.63%.
Check Multi-index 2055 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 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 | 0.535 | |||
Semi Deviation | 0.3645 | |||
Standard Deviation | 0.7575 | |||
Variance | 0.5738 |
Multi-index 2055 Against Markets
Other Information on Investing in Multi-index Mutual Fund
Multi-index 2055 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 2055 security.
Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |