Retirement Living Through Fund Quote
JRTGX Fund | USD 13.04 0.01 0.08% |
PerformanceSolid
| Odds Of DistressLow
|
Retirement Living is trading at 13.04 as of the 14th of July 2025; that is 0.08% up since the beginning of the trading day. The fund's open price was 13.03. Retirement Living has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 15th of April 2025 and ending today, the 14th 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 2030. 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 2030 Funds, Target-Date 2030, John Hancock (View all Sectors) |
Update Date | 30th of June 2025 |
Retirement Living Through [JRTGX] is traded in USA and was established 14th of July 2025. Retirement Living is listed under John Hancock category by Fama And French industry classification. The fund is listed under Target-Date 2030 category and is part of John Hancock family. This fund currently has accumulated 236.51 M in assets under management (AUM) with no minimum investment requirementsRetirement Living Through is currently producing year-to-date (YTD) return of 7.83% with the current yeild of 0.03%, while the total return for the last 3 years was 10.36%.
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
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 | |
VCSH | Vanguard Short Term Corporate | Etf | Short-Term Bond |
Retirement Living Through Risk Profiles
Mean Deviation | 0.4888 | |||
Semi Deviation | 0.3256 | |||
Standard Deviation | 0.8428 | |||
Variance | 0.7102 |
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.
Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |