Retirement Living Through Fund Quote

JRTWX Fund  USD 14.47  0.08  0.56%   

Performance

11 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Retirement Living is trading at 14.47 as of the 1st of December 2024; that is 0.56% up since the beginning of the trading day. The fund's open price was 14.39. Retirement Living has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 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 2nd of September 2024 and ending today, the 1st of December 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 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 Retirement Living Through

Moving together with RETIREMENT Mutual Fund

  0.62FRBAX Regional BankPairCorr
  0.62FRBCX Regional BankPairCorr
  0.84JQLMX Multimanager LifestylePairCorr
  0.98JQLBX Multimanager LifestylePairCorr
  0.99JQLAX Multimanager LifestylePairCorr

RETIREMENT Mutual Fund Highlights

Fund ConcentrationJohn Hancock Funds, Large Blend Funds, Target-Date 2040 Funds, Target-Date 2040, John Hancock (View all Sectors)
Update Date30th of September 2024
Retirement Living Through [JRTWX] is traded in USA and was established 1st of December 2024. Retirement Living 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 181.24 M in assets under management (AUM) with no minimum investment requirementsRetirement Living Through is currently producing year-to-date (YTD) return of 15.6% with the current yeild of 0.02%, while the total return for the last 3 years was 3.8%.
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

ACWViShares MSCI GlobalEtfGlobal Large-Stock Blend
BSVVanguard Short Term BondEtfShort-Term Bond
HYLBXtrackers USD HighEtfHigh Yield Bond
SCHGSchwab Large Cap GrowthEtfLarge Growth
USMViShares MSCI USAEtfLarge Blend
VBVanguard Small Cap IndexEtfSmall Blend
VCITVanguard Intermediate Term CorporateEtfCorporate Bond
VEAVanguard FTSE DevelopedEtfForeign Large Blend
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Retirement Living Through Risk Profiles

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.
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