Multi Index 2040 Lifetime Fund Quote
| JRTVX Fund | USD 14.94 0.06 0.40% |
PerformanceSolid
| Odds Of DistressLow
|
Multi Index is trading at 14.94 as of the 6th of July 2025; that is 0.40% up since the beginning of the trading day. The fund's open price was 14.88. Multi Index has less than a 15 % 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 17th of July 2023 and ending today, the 6th 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 2040. 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 2040 Lifetime
Moving together with Multi Mutual Fund
Multi Mutual Fund Highlights
| Fund Concentration | John Hancock Funds, Large Blend Funds, Target-Date 2040 Funds, Target-Date 2040, John Hancock (View all Sectors) |
| Update Date | 31st of March 2025 |
Multi Index 2040 Lifetime [JRTVX] is traded in USA and was established 6th of July 2025. Multi Index is listed under John Hancock category by Fama And French industry classification. The fund is listed under Target-Date 2040 category and is part of John Hancock family. This fund currently has accumulated 193.47 M in assets under management (AUM) with no minimum investment requirementsMulti Index 2040 is currently producing year-to-date (YTD) return of 4.01% with the current yeild of 0.02%, while the total return for the last 3 years was 8.32%.
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 2040 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 2040 Lifetime Mutual Fund Constituents
| BND | Vanguard Total Bond | Etf | Intermediate Core Bond | |
| VEA | Vanguard FTSE Developed | Etf | Foreign Large Blend | |
| VWOB | Vanguard Emerging Markets | Etf | Emerging Markets Bond | |
| VWO | Vanguard FTSE Emerging | Etf | Diversified Emerging Mkts | |
| VSS | Vanguard FTSE All World | Etf | Foreign Small/Mid Blend | |
| VOO | Vanguard SP 500 | Etf | Large Blend | |
| VO | Vanguard Mid Cap Index | Etf | Mid-Cap Blend | |
| VHT | Vanguard Health Care | Etf | Health |
Multi Index 2040 Risk Profiles
| Mean Deviation | 0.7628 | |||
| Semi Deviation | 1.27 | |||
| Standard Deviation | 1.35 | |||
| Variance | 1.82 |
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.
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