John Hancock Retirement Plan Services

Schwab Indexed Retirement Trust Fund 2055 (Class I)

AS OF 2022-06-30
INVESTMENT STRATEGY:

The Fund seeks to provide total return for investors retiring approximately at or near the year 2055. The Fund is designed as a single investment portfolio that adjusts asset allocation over time to better match the anticipated changing risk tolerances and return objectives of investors over their expected investment horizon. The Fund may diversify holdings by investing in assets across a variety of asset classes, including, but not limited to, domestic equity, international equity, emerging markets equity, global real estate, commodities, short-term bond, intermediate-term bond, inflation-protected bond (U.S. TIPS), world bond, and cash equivalents. The Fund uses predominantly passively managed sub-advised strategies to gain exposure to various market capitalizations and asset classes

Fund Category:
Balanced/Asset Allocation

PORTFOLIO DETAILS

Inception Date 2013-08-29
Gross Expense Ratiof1 (%) 0.07
Net Expense Ratiof1 (%) 0.07

Average Annual Total Returns %

As of 2022-06-30
Schwab Indexed Retirement Trust Fund 2055
YTD -19.52
1 Year -15.54
3 Year 5.54
5 Year 6.67
10 Year
Since Inception 8.19
S&P Target Date 2055+ Total Rei3
YTD -18.75
1 Year -14.40
3 Year 5.77
5 Year 6.64
10 Year 8.99
Since Inception --
Performance data quoted represents past performance. Past performance is no guarantee of future results. Due to market volatility, current performance may be less or higher than the figures shown. Investment return and principal value will fluctuate so that upon redemption, shares may be worth more or less than their original cost. Performance data does not reflect deduction of redemption fee, which, if such fee exists, would lower performance. For current to the most recent month-end performance information, please log onto myplan.johnhancock.com or call a John Hancock representative at (800) 294-3575.
  YTD 1 Year 3 Year 5 Year 10 Year Since Inception
Schwab Indexed Retirement Trust Fund 2055 -19.52 -15.54 5.54 6.67 -- 8.19
S&P Target Date 2055+ Total Rei3 -18.75 -14.40 5.77 6.64 8.99 --
Performance data quoted represents past performance. Past performance is no guarantee of future results. Due to market volatility, current performance may be less or higher than the figures shown. Investment return and principal value will fluctuate so that upon redemption, shares may be worth more or less than their original cost. Performance data does not reflect deduction of redemption fee, which, if such fee exists, would lower performance. For current to the most recent month-end performance information, please log onto myplan.johnhancock.com or call a John Hancock representative at (800) 294-3575.

Key Statistics

Turnover Ratio (%) (annualized) 12