Log In
/
Sign Up
401(k) Guidance
Management Services
John Hancock 401(k)
Portfolios
Funds Ratings
Plan Information
Send me updates
Share this plan
PLAN FUNDS
help
Plan Funds
This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.
[
Edit Plan Information
]
Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
John Hancock Funds Retirement Living through 2030 Portfolio Class 1
JLFOX
C
U.S. All Cap
11
0.13%
John Hancock Funds Lifestyle Growth Portfolio Class 1
JILGX
B
U.S. All Cap
12
0.11%
John Hancock Funds Retirement Living through 2035 Portfolio Class 1
JLHOX
C
U.S. All Cap
13
0.13%
American Funds Capital World Growth and Income Fund Class R-5
RWIFX
C
U.S. Large Cap
14
0.49%
John Hancock Funds Retirement Living through 2040 Portfolio Class 1
JLIOX
C
U.S. All Cap
14
0.14%
John Hancock Funds Retirement Living through 2045 Portfolio Class 1
JLJOX
C
U.S. All Cap
14
0.14%
John Hancock Funds Retirement Living through 2050 Portfolio Class 1
JLKOX
C
U.S. All Cap
14
0.16%
American Funds Investment Company of America Class R-5
RICFX
D
U.S. Large Cap
14
0.35%
John Hancock Funds Lifestyle Aggressive Portfolio Class 1
JILAX
B
U.S. All Cap
15
0.11%
John Hancock Variable Insurance Trust 500 Index Trust B Series I
JFIVX
D
U.S. Large Cap
16
0.73%
Victory Diversified Stock Fund Class A
SRVEX
D
U.S. All Cap
17
1.08%
Davis New York Venture Fund Class A
NYVTX
A
U.S. All Cap
17
0.88%
John Hancock Variable Insurance Trust Fundamental All Cap Core Trust Series I
JEQAX
B
U.S. All Cap
18
0.76%
ClearBridge Aggressive Growth Fund Class I
SAGYX
D
U.S. All Cap
18
0.87%
Fidelity Advisor Leveraged Company Stock Fund Class A
FLSAX
B
U.S. All Cap
20
1.1%
John Hancock Variable Insurance Trust Total Stock Market Index Trust Series I
JETSX
F
U.S. All Cap
22
0.57%
Royce Opportunity Fund Investment Class
RYPNX
A+
U.S. Small Cap
25
1.16%
John Hancock Variable Insurance Trust Small Cap Index Trust Series I
JESIX
F+
U.S. Small Cap
27
0.54%
John Hancock Variable Insurance Trust Mid Cap Index Trust Series I
JECIX
F+
U.S. Mid Cap
27
0.49%
John Hancock Funds Lifestyle Conservative Portfolio Class 1
JILCX
B
U.S. All Cap
4
0.11%
John Hancock Funds Retirement Living through 2010 Portfolio Class 1
JLAOX
B
U.S. All Cap
6
0.14%
John Hancock Funds Lifestyle Moderate Portfolio Class 1
JILMX
B
U.S. All Cap
6
0.11%
John Hancock Funds Retirement Living through 2015 Portfolio Class 1
JLBOX
B
U.S. All Cap
7
0.14%
John Hancock Funds Retirement Living through 2020 Portfolio Class 1
JLDOX
B
U.S. All Cap
8
0.13%
American Funds American Balanced Fund Class R-5
RLBFX
B
U.S. Large Cap
9
0.34%
John Hancock Funds Lifestyle Balanced Portfolio Class 1
JILBX
B
U.S. All Cap
9
0.11%
John Hancock Funds Retirement Living through 2025 Portfolio Class 1
JLEOX
C
U.S. All Cap
10
0.13%
BlackRock Global Allocation Fund, Inc. Institutional Shares
MALOX
C
U.S. All Cap
10
0.78%
U.S. Equities - Growth
American Funds SMALLCAP World Fund Class R-5
RSLFX
A-
U.S. Mid Cap - Growth
16
0.77%
American Funds New Perspective Fund Class R-5
RNPFX
A--
U.S. All Cap - Growth
17
0.5%
Domini Social Equity Fund Institutional Class
DIEQX
B--
U.S. All Cap - Growth
17
0.8%
Oppenheimer Global Fund Class Fund Class Y
OGLYX
A--
U.S. All Cap - Growth
18
0.92%
T. Rowe Price Health Sciences Fund
PRHSX
B-
U.S. Mid Cap - Growth
18
0.79%
American Funds The Growth Fund of America Class R-5
RGAFX
B--
U.S. All Cap - Growth
18
0.39%
T. Rowe Price Science and Technology Fund Advisor Class
PASTX
A--
U.S. All Cap - Growth
19
1.08%
Fidelity Contrafund Fund
FCNTX
C--
U.S. Large Cap - Growth
19
0.66%
Vanguard Mid-Cap Growth ETF
VOT
B-
U.S. Mid Cap - Growth
19
0.09%
Fidelity Advisor New Insights Fund Class A
FNIAX
C--
U.S. Large Cap - Growth
19
0.94%
Vanguard Explorer Fund Admiral Shares
VEXRX
A--
U.S. Small Cap - Growth
19
0.34%
Vanguard Growth Index Fund Admiral Shares
VIGAX
C--
U.S. Large Cap - Growth
20
0.09%
John Hancock Funds New Opportunities Fund Class 1
JISOX
B--
U.S. Small Cap - Growth
20
1.02%
John Hancock Funds Blue Chip Growth Fund Class 1
JIBCX
D--
U.S. Large Cap - Growth
21
0.83%
Vanguard Small-Cap Growth Index Fund Admiral Shares
VSGAX
C--
U.S. Small Cap - Growth
21
0%
Franklin Small-Mid Cap Growth Fund Class A
FRSGX
C-
U.S. Mid Cap - Growth
21
0.96%
American Century Heritage Fund Investor Class
TWHIX
C-
U.S. Mid Cap - Growth
22
1%
John Hancock II Mid Cap Stock Fund Class 1
JIMSX
D-
U.S. Mid Cap - Growth
23
0.92%
Invesco Small Cap Growth Fund Class A
GTSAX
B--
U.S. Small Cap - Growth
25
1.21%
John Hancock II Capital Appreciation Fund Class 1
JICPX
F--
U.S. All Cap - Growth
25
0.78%
John Hancock Variable Insurance Trust Science & Technology Trust Series I
JESTX
F--
U.S. All Cap - Growth
27
1.13%
John Hancock Variable Insurance Trust Small Cap Growth Trust Series I
JESGX
F--
U.S. Small Cap - Growth
29
1.15%
U.S. Equities - Value
Franklin Founding Funds Allocation Fund Advisor Class
FFAAX
D++
U.S. Large Cap - Value
12
0.14%
Templeton World Fund Class A
TEMWX
D++
U.S. Large Cap - Value
13
1.05%
MFS Utilities Fund Class R3
MMUHX
F++
U.S. Mega Cap - Value
13
1%
Franklin Mutual Beacon Fund Class Z
BEGRX
A++
U.S. Large Cap - Value
14
0.8%
American Funds Washington Mutual Investors Fund Class R-5
RWMFX
D++
U.S. Mega Cap - Value
14
0.35%
Franklin Mutual Global Discovery Fund Class Z
MDISX
B++
U.S. All Cap - Value
15
0.98%
John Hancock Funds Disciplined Value Fund Class R5
JDVVX
B++
U.S. All Cap - Value
17
0.73%
T. Rowe Price Equity Income Fund Advisor Class
PAFDX
C++
U.S. All Cap - Value
17
0.94%
Vanguard Mid-Cap Value ETF
VOE
C++
U.S. Mid Cap - Value
18
0.09%
John Hancock Variable Insurance Trust Mid Value Trust Series I
JEMUX
D++
U.S. Mid Cap - Value
20
0.99%
T. Rowe Price Small-Cap Value Fund Advisor Class
PASVX
B++
U.S. Small Cap - Value
20
1.09%
Vanguard Energy Fund Admiral Shares
VGELX
F++
U.S. All Cap - Value
22
0.32%
Vanguard Small Capitalization Value Index Fund Investor Shares
VISVX
B++
U.S. Small Cap - Value
22
0.24%
Vanguard Small Cap Value Index Fund Admiral Shares
VSIAX
B++
U.S. Small Cap - Value
22
0.09%
DFA U.S. Small Cap Portfolio Institutional Class
DFSTX
B++
U.S. Small Cap - Value
22
0.37%
DFA U.S. Targeted Value Portfolio Institutional Class
DFFVX
A++
U.S. Small Cap - Value
25
0.37%
John Hancock Variable Insurance Trust Financial Industries Trust Series I
JEFSX
F++
U.S. All Cap - Value
26
0.91%
T. Rowe Price Spectrum Income Fund
RPSIX
B++
U.S. Large Cap - Value
3
0.69%
John Hancock Variable Insurance Trust Small Cap Value Trust Series I
JESVX
F++
U.S. Mid Cap - Value
31
1.15%
American Funds The Income Fund of America Class R-5
RIDFX
B++
U.S. Mega Cap - Value
9
0.34%
American Funds Capital Income Builder Class R-5
RIRFX
B++
U.S. Mega Cap - Value
9
0.35%
Specialty
John Hancock II Real Estate Securities Fund Class 1
JIREX
B++
U.S. Real Estate
18
0.79%
Global & Intl. Equity
Invesco International Growth Fund R5 Class
AIEVX
B-
International Large Cap - Growth
14
0.97%
DFA Emerging Markets Value Portfolio Institutional Class
DFEVX
A
Emerging Markets
15
0.57%
John Hancock Variable Insurance Trust International Equity Index Trust B Series I
JIEQX
F++
International Small Cap
15
0.39%
American Funds New World Fund Class R-5
RNWFX
A
Emerging Markets
16
0.7%
American Funds EuroPacific Growth Fund Class R-5
RERFX
A-
International Large Cap - Growth
16
0.54%
Oppenheimer International Growth Fund Class Y
OIGYX
B-
International Large Cap - Growth
16
0.9%
John Hancock Funds International Growth Fund Class 1
GOIOX
B
Emerging Markets
16
1.12%
Oppenheimer Developing Markets Fund Class Y
ODVYX
C
Emerging Markets
17
1.01%
DFA International Value Portfolio Institutional Class
DFIVX
A
International Large Cap - Value
18
0.43%
PIMCO Global Bond (Unhedged) Fund Administrative Class
PADMX
D++
International Small Cap
4
0.8%
Oppenheimer International Bond Fund Class Y
OIBYX
F++
International Small Cap
7
0.74%
PIMCO All Asset Fund Administrative Class
PAALX
A++
International Small Cap
8
0.32%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard Short-Term Federal Fund Admiral Shares
VSGDX
C
Bond - U.S. Mortgages
1
0.1%
American Funds U.S. Government Securities Fund Class R-5
RGVFX
C-
Bond - Multi Sector
2
0.31%
PIMCO Total Return Fund Class A
PTTAX
B-
Bond - Multi Sector
3
0.85%
John Hancock II Core Bond Fund Class 1
JICDX
C-
Bond - Multi Sector
3
0.67%
John Hancock II High Yield Fund Class 1
JIHDX
B++
Bond - U.S. High Yield
3
0.76%
American Funds Capital World Bond Fund Class R-5
RCWFX
D+
Bond - Emerging Market
4
0.57%
John Hancock Variable Insurance Trust Strategic Income Opportunities Trust Series I
JESNX
C++
Bond - U.S. High Yield
4
0.79%
PIMCO Real Return Fund Class A
PRTNX
C+
U.S. Treasury - TIPS
4
0.85%
John Hancock Variable Insurance Trust Total Bond Market Trust B Series I
JTBMX
C-
Bond - Multi Sector
4
0.3%
Other
International Core Fund
Other
0
0.53%
John Hancock Variable Insurance Trust Utilities Trust Series I
JEUTX
Other
0
0.97%
John Hancock Funds II Active Bond Fund Class 1
JIADX
Other
0
0.68%
John Hancock II U.S. High Yield Bond Fund Class 1
JIHLX
Other
0
0.81%
Keeley Small Cap Value Fund Class A
KSCVX
Other
0
1.36%
John Hancock Variable Insurance Trust Value Trust Series I
JEVLX
Other
0
0.81%
John Hancock II International Small Cap Fund Class 1
JIIMX
Other
0
1.18%
John Hancock Funds Natural Resources Fund Class 1
JINRX
Other
0
1.11%
John Hancock II Invest Quality Bond Fund Class 1
JIQBX
Other
0
0.67%
John Hancock II International Value Fund Class 1
JIVIX
Other
0
0.96%
John Hancock II Core Fundamental Holdings Fund Class 1
JAFOX
Other
0
0.12%
John Hancock Funds U.S. Growth Fund Class 1
JHUPX
Other
0
0.83%
JHancock Select Growth R6
RGRUX
Other
0
0.86%
Following Plans
Following a plan allows you to:
Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information
Get free, ongoing, allocation recommendations and funds ratings for you plan!
For a better control of your retirement savings, and growing your money faster.
Sign Up Now For Free!
Already a member?
Log In
or
go back to the plan's main page