Multi Index 2040 Lifetime Fund Quote
| JRTVX Fund | USD 13.79 0.03 0.22% |
PerformanceVery Weak
| Odds Of DistressLow
|
Multi-index 2040 is trading at 13.79 as of the 23rd of March 2025; that is 0.22% down since the beginning of the trading day. The fund's open price was 13.82. Multi-index 2040 has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 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-index Mutual Fund
Multi-index 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 23rd of March 2025. Multi-index 2040 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 0.66% with the current yeild of 0.02%, while the total return for the last 3 years was 5.04%.
Check Multi-index 2040 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 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 | 0.5844 | |||
| Standard Deviation | 0.765 | |||
| Variance | 0.5853 | |||
| Risk Adjusted Performance | (0.04) |
Multi-index 2040 Against Markets
Other Information on Investing in Multi-index Mutual Fund
Multi-index 2040 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 2040 security.
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |