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Jhf Ii 2055 Lifetime Blend Portfolio - Class R4: (MF: JLKWX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:42 PM ET

$16.75 USD

-0.02 (-0.12%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.98 22
3 months 5.87 24
6 months 11.48 17
1 Year 22.79 15
3 Year 18.26 14
5 Year 10.03 15
10 Year 11.55 13

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 19.77
5 Year 9.50
10 Year 10.36
Since Inception 9.06

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.37 10.18 7.21 2.80
2024 7.25 1.60 7.01 -1.25
2023 5.69 5.04 -4.31 11.20
2022 -5.69 -14.76 -6.91 9.38
2021 5.22 6.71 -1.43 6.69

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.9819.7715.1418.13-18.1418.0815.8824.85-8.4526.571.57
% Total Return Rel to Index 1.571.55-9.87-8.110.05-10.59-2.52-6.63-4.054.77-10.36
% Total Return Rel to Peer 0.775.275.234.97-5.186.575.197.65-1.9513.11-4.69
% Perf Quintile vs Peer* 2.001.000.002.004.001.002.001.004.001.005.00
% Dividends 0.000.270.220.240.170.320.160.250.250.290.00
% Yield 0.001.541.452.021.402.051.201.952.262.230.00
Capital Gains ($) 0.000.290.000.000.690.470.300.720.800.520.00
Expense Ratio 0.000.260.250.270.260.260.260.000.000.000.00

* 1 = Top 20%, 5 = Bottom 20%