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OVERALL RATING

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The Morningstar Style Box™ reveals the Fund’s investment style.

For equity funds, the vertical axis shows the market capitalization, or size, of the stocks owned and the horizontal axis shows investment style (value, blend or growth).

For fixed-income funds, the vertical axis shows the credit quality of the long bonds owned and the horizontal axis shows interest rate sensitivity as measured by a bond's effective duration.

Morningstar seeks credit rating information from fund companies on a periodic basis (e.g., quarterly). In compiling credit rating information Morningstar accepts credit ratings reported by fund companies that have been issued by all Nationally Recognized Statistical Rating Organizations (NRSROs). For a list of all NRSROs, please visit www.sec.gov. Additionally, Morningstar accepts foreign credit ratings from widely recognized or registered rating agencies. If two rating organizations/agencies have rated a security, fund companies are to report the lower rating; if three or more organizations/agencies have rated a security, fund companies are to report the median rating, and in cases where there are more than two organization/agency ratings and a median rating does not exist, fund companies are to use the lower of the two middle ratings. PLEASE NOTE: Morningstar, Inc. is not itself an NRSRO nor does it issue a credit rating on the fund. An NRSRO or rating agency ratings can change from time-to-time.

For credit quality, Morningstar combines the credit rating information provided by the fund companies with an average default rate calculation to come up with a weighted-average credit quality. The weighted-average credit quality is currently a letter that roughly corresponds to the scale used by a leading NRSRO. Bond funds are assigned a style box placement of "low", "medium", or "high" based on their average credit quality. Funds with a low credit quality are those whose weighted-average credit quality is determined to be less than "BBB-"; medium are those less than "AA-", but greater or equal to "BBB-"; and high are those with a weighted-average credit quality of "AA-" or higher. When classifying a bond portfolio, Morningstar first maps the NRSRO credit ratings of the underlying holdings to their respective default rates (as determined by Morningstar's analysis of actual historical default rates). Morningstar then averages these default rates to determine the average default rate for the entire bond fund. Finally, Morningstar maps this average default rate to its corresponding credit rating along a convex curve.

For interest-rate sensitivity, Morningstar obtains from fund companies the average effective duration. Generally, Morningstar classifies a fixed-income fund's interest-rate sensitivity based on the effective duration of the Morningstar Core Bond Index (MCBI), which is currently three years. The classification of Limited will be assigned to those funds whose average effective duration is between 25% to 75% of MCBI's average effective duration; funds whose average effective duration is between 75% to 125% of the MCBI will be classified as Moderate; and those that are at 125% or greater of the average effective duration of the MCBI will be classified as Extensive. For municipal bond funds, Morningstar also obtains from fund companies the average effective duration. In these cases static breakpoints are utilized. These breakpoints are as follows: (i) Limited: 4.5 years or less; (ii) Moderate: more than 4.5 years but less than 7 years; and (iii) Extensive: more than 7 years. In addition, for non-US taxable and non-US domiciled fixed income funds static duration breakpoints are used: (i) Limited: less than or equal to 3.5 years; (ii) Moderate: greater than 3.5 and less than equal to 6 years; (iii) Extensive: greater than 6 years.

Historical Prices and Distributions


Domestic equity

 As of 4/30/18
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
SVBAXBalanced669Allocation--50% to 70% Equity
JBGAXBlue Chip Growth1246Large Growth
PZFVXClassic Value1081Large Value
JVLAXDisciplined Value1081Large Value
JVMAXDisciplined Value Mid Cap363Mid-Cap Blend
JHEIXEquity Income1081Large Value
JHKAXESG All Cap CoreNot Rated1246Large Growth
JHJAXESG Large Cap CoreNot Rated1177Large Blend
JFCAXFundamental All Cap Core1246Large Growth
TAGRXFundamental Large Cap Core1177Large Blend
JFVAXFundamental Large Cap Value1081Large Value
JASOXNew Opportunities616Small Blend
JCCAXSmall Cap Core616Small Blend
JSJAXSmall Cap Growth601Small Growth
JSCAXSmall Cap Value616Small Blend
JSGAXStrategic Growth1246Large Growth
USGLXU.S. Global Leaders Growth1246Large Growth
JHUAXU.S. Growth1246Large Growth
JVEAXValue Equity1081Large Value

Global and international

 As of 4/30/18
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
JDIBXDisciplined Value Intl608Foreign Large Blend
JEVAXEmerging Markets672Diversified Emerging Mkts
JEMQXEmerging Markets EquityNot Rated672Diversified Emerging Mkts
JTQAXESG International EquityNot Rated347Foreign Large Growth
JFGAXFundamental Global Franchise722World Large Stock
JHGEXGlobal Equity722World Large Stock
JGYAXGlobal Shareholder Yield722World Large Stock
JCOAXGreater China Opportunities81China Region
GOIGXInternational Growth347Foreign Large Growth
JISAXInternational Small Company76Foreign Small/Mid Blend
JIEAXInternational Value Equity259Foreign Large Value

Income

 As of 4/30/18
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
JHNBXBond863Intermediate-Term Bond
TACAXCalifornia Tax-Free Income91Muni California Long
JMKAXEmerging Markets Debt220Emerging Markets Bond
JBOAXESG Core BondNot Rated19NAIntermediate-Term Bond
JFIAXFloating Rate Income207Bank Loan
JYGAXGlobal Income583High Yield Bond
JHGIXGovernment Income224Intermediate Government
JHHBXHigh Yield583High Yield Bond
JHTFXHigh Yield Municipal Bond146High Yield Muni
JHFIXIncome251Multisector Bond
TAUSXInvestment Grade Bond863Intermediate-Term Bond
JHMXXMoney MarketNot RatedNANANA
JMBAXShort Duration Credit Opps251Multisector Bond
JHSIXSpectrum Income251Multisector Bond
JIPAXStrategic Income Opportunities251Multisector Bond
TAMBXTax-Free Bond142Muni National Long

Alternative and specialty

 As of 4/30/18
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
JCUAXAbsolute Return CurrencyNot Rated46NAMulticurrency
JAAAXAlternative Asset Allocation285Multialternative
JEEBXEnduring Assets76Infrastructure
FIDAXFinancial Industries94Financial
JHAAXGlobal Absolute Return Strat285NAMultialternative
JHRAXGlobal Conservative Abs Return285NAMultialternative
JGFOXGlobal Focused StrategiesNot Rated285Multialternative
JNRAXNatural Resources121Natural Resources
JTRAXRedwood81Options-based
FRBAXRegional Bank94Financial
JSFBXSeaport Long/Short192Long-Short Equity
JTCAXTechnical Opportunities1246Large Growth

Asset allocation

 As of 4/30/18
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
JIAFXIncome Allocation181Allocation--15% to 30% Equity
JLAAXMultimanager 2010 Lifetime110Target-Date 2000-2010
JLBAXMultimanager 2015 Lifetime107Target-Date 2015
JLDAXMultimanager 2020 Lifetime200Target-Date 2020
JLEAXMultimanager 2025 Lifetime175Target-Date 2025
JLFAXMultimanager 2030 Lifetime190Target-Date 2030
JLHAXMultimanager 2035 Lifetime170Target-Date 2035
JLIAXMultimanager 2040 Lifetime190Target-Date 2040
JLJAXMultimanager 2045 Lifetime170Target-Date 2045
JLKAXMultimanager 2050 Lifetime185Target-Date 2050
JLKLXMultimanager 2055 Lifetime163Target-Date 2055
JJERXMultimanager 2060 LifetimeNot RatedNATarget-Date 2060+
JALAXMultimanager Lifestyle Aggress174Allocation--85%+ Equity
JALBXMultimanager Lifestyle Balance669Allocation--50% to 70% Equity
JALRXMultimanager Lifestyle Conserv181Allocation--15% to 30% Equity
JALGXMultimanager Lifestyle Growth314Allocation--70% to 85% Equity
JALMXMultimanager Lifestyle Moderat419Allocation--30% to 50% Equity

Overall rating is based on the 3-, 5-, and 10-year (if applicable) Morningstar Risk-Adjusted Returns and accounts for variation in a fund's monthly performance. Other classes may be rated differently.

The funds have experienced negative performance for various time periods, including, but not limited to, the 3-, 5-, or 10-year periods for which the Morningstar star ratings are issued.

For each managed product (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a 3-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return that accounts for variation in a fund’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The top 10.0% of funds in each category, the next 22.5%, 35.0%, 22.5%, and bottom 10.0% receive 5, 4, 3, 2, or 1 star(s), respectively. The overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. The rating formula most heavily weights the 3-year rating, using the following calculation: 100% 3-year rating for 36 to 59 months of total returns, 60% 5-year rating/40% 3-year rating for 60 to 119 months of total returns, and 50% 10-year rating/30% 5-year rating/20% 3-year rating for 120 or more months of total returns. Star ratings do not reflect the effect of any applicable sales load. Past performance does not guarantee future results.

Balanced:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 669 funds, 3 stars out of 615 funds and 3 stars out of 436 funds for the 3-, 5- and 10-year periods, respectively.

Blue Chip Growth:

Overall: As of 4/30/18 the Fund was rated 5 stars out of 1246 funds, 5 stars out of 1125 funds and 4 stars out of 802 funds for the 3-, 5- and 10-year periods, respectively.

Classic Value:

Overall: As of 4/30/18 the Fund was rated 4 stars out of 1081 funds, 4 stars out of 948 funds and 2 stars out of 682 funds for the 3-, 5- and 10-year periods, respectively.

Disciplined Value:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 1081 funds, 4 stars out of 948 funds and 4 stars out of 682 funds for the 3-, 5- and 10-year periods, respectively.

Disciplined Value Mid Cap:

Overall: As of 4/30/18 the Fund was rated 4 stars out of 363 funds, 5 stars out of 327 funds and 5 stars out of 231 funds for the 3-, 5- and 10-year periods, respectively.

Equity Income:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 1081 funds, 2 stars out of 948 funds and 3 stars out of 682 funds for the 3-, 5- and 10-year periods, respectively.

ESG All Cap Core:

The fund has not yet been rated by Morningstar.

ESG Large Cap Core:

The fund has not yet been rated by Morningstar.

Fundamental All Cap Core:

Overall: As of 4/30/18 the Fund was rated 2 stars out of 1246 funds and 3 stars out of 1125 funds for the 3- and 5-year periods, respectively.

Fundamental Large Cap Core:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 1177 funds, 3 stars out of 1056 funds and 1 stars out of 781 funds for the 3-, 5- and 10-year periods, respectively.

Fundamental Large Cap Value:

Overall: As of 4/30/18 the Fund was rated 1 stars out of 1081 funds and 2 stars out of 948 funds for the 3- and 5-year periods, respectively.

New Opportunities:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 616 funds, 2 stars out of 527 funds and 2 stars out of 391 funds for the 3-, 5- and 10-year periods, respectively.

Small Cap Core:

Overall: As of 4/30/18 the Fund was rated 4 stars out of 616 funds for the 3-year period.

Small Cap Growth:

Overall: As of 4/30/18 the Fund was rated 2 stars out of 601 funds, 3 stars out of 538 funds and 3 stars out of 408 funds for the 3-, 5- and 10-year periods, respectively.

Small Cap Value:

Overall: As of 4/30/18 the Fund was rated 2 stars out of 616 funds and 2 stars out of 527 funds for the 3- and 5-year periods, respectively.

Strategic Growth:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 1246 funds and 3 stars out of 1125 funds for the 3- and 5-year periods, respectively.

U.S. Global Leaders Growth:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 1246 funds, 2 stars out of 1125 funds and 4 stars out of 802 funds for the 3-, 5- and 10-year periods, respectively.

U.S. Growth:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 1246 funds, 2 stars out of 1125 funds and 4 stars out of 802 funds for the 3-, 5- and 10-year periods, respectively.

Value Equity:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 1081 funds for the 3-year period.

Disciplined Value Intl:

Overall: As of 4/30/18 the Fund was rated 2 stars out of 608 funds and 4 stars out of 533 funds for the 3- and 5-year periods, respectively.

Emerging Markets:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 672 funds, 3 stars out of 474 funds and 3 stars out of 195 funds for the 3-, 5- and 10-year periods, respectively.

Emerging Markets Equity:

The fund has not yet been rated by Morningstar.

ESG International Equity:

The fund has not yet been rated by Morningstar.

Fundamental Global Franchise:

Overall: As of 4/30/18 the Fund was rated 4 stars out of 722 funds and 4 stars out of 593 funds for the 3- and 5-year periods, respectively.

Global Equity:

Overall: As of 4/30/18 the Fund was rated 2 stars out of 722 funds for the 3-year period.

Global Shareholder Yield:

Overall: As of 4/30/18 the Fund was rated 1 stars out of 722 funds, 1 stars out of 593 funds and 4 stars out of 352 funds for the 3-, 5- and 10-year periods, respectively.

Greater China Opportunities:

Overall: As of 4/30/18 the Fund was rated 4 stars out of 81 funds, 4 stars out of 69 funds and 3 stars out of 37 funds for the 3-, 5- and 10-year periods, respectively.

International Growth:

Overall: As of 4/30/18 the Fund was rated 5 stars out of 347 funds, 5 stars out of 303 funds and 5 stars out of 215 funds for the 3-, 5- and 10-year periods, respectively.

International Small Company:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 76 funds, 3 stars out of 58 funds and 2 stars out of 38 funds for the 3-, 5- and 10-year periods, respectively.

International Value Equity:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 259 funds, 3 stars out of 220 funds and 4 stars out of 135 funds for the 3-, 5- and 10-year periods, respectively.

Bond:

Overall: As of 4/30/18 the Fund was rated 4 stars out of 863 funds, 5 stars out of 783 funds and 5 stars out of 560 funds for the 3-, 5- and 10-year periods, respectively.

California Tax-Free Income:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 91 funds, 3 stars out of 85 funds and 4 stars out of 71 funds for the 3-, 5- and 10-year periods, respectively.

Emerging Markets Debt:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 220 funds and 3 stars out of 148 funds for the 3- and 5-year periods, respectively.

ESG Core Bond:

The fund has not yet been rated by Morningstar.

Floating Rate Income:

Overall: As of 4/30/18 the Fund was rated 2 stars out of 207 funds, 2 stars out of 167 funds and 3 stars out of 81 funds for the 3-, 5- and 10-year periods, respectively.

Global Income:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 583 funds and 1 stars out of 489 funds for the 3- and 5-year periods, respectively.

Government Income:

Overall: As of 4/30/18 the Fund was rated 2 stars out of 224 funds, 3 stars out of 215 funds and 3 stars out of 162 funds for the 3-, 5- and 10-year periods, respectively.

High Yield:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 583 funds, 3 stars out of 489 funds and 1 stars out of 318 funds for the 3-, 5- and 10-year periods, respectively.

High Yield Municipal Bond:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 146 funds, 3 stars out of 122 funds and 3 stars out of 82 funds for the 3-, 5- and 10-year periods, respectively.

Income:

Overall: As of 4/30/18 the Fund was rated 2 stars out of 251 funds, 2 stars out of 203 funds and 3 stars out of 122 funds for the 3-, 5- and 10-year periods, respectively.

Investment Grade Bond:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 863 funds, 3 stars out of 783 funds and 4 stars out of 560 funds for the 3-, 5- and 10-year periods, respectively.

Money Market:

The fund has not yet been rated by Morningstar.

Short Duration Credit Opps:

Overall: As of 4/30/18 the Fund was rated 2 stars out of 251 funds and 2 stars out of 203 funds for the 3- and 5-year periods, respectively.

Spectrum Income:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 251 funds, 3 stars out of 203 funds and 3 stars out of 122 funds for the 3-, 5- and 10-year periods, respectively.

Strategic Income Opportunities:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 251 funds, 3 stars out of 203 funds and 4 stars out of 122 funds for the 3-, 5- and 10-year periods, respectively.

Tax-Free Bond:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 142 funds, 3 stars out of 124 funds and 3 stars out of 105 funds for the 3-, 5- and 10-year periods, respectively.

Absolute Return Currency:

The fund has not yet been rated by Morningstar.

Alternative Asset Allocation:

Overall: As of 4/30/18 the Fund was rated 4 stars out of 285 funds and 3 stars out of 148 funds for the 3- and 5-year periods, respectively.

Enduring Assets:

Overall: As of 4/30/18 the Fund was rated 4 stars out of 76 funds for the 3-year period.

Financial Industries:

Overall: As of 4/30/18 the Fund was rated 2 stars out of 94 funds, 2 stars out of 89 funds and 3 stars out of 69 funds for the 3-, 5- and 10-year periods, respectively.

Global Absolute Return Strat:

Overall: As of 4/30/18 the Fund was rated 2 stars out of 285 funds and 2 stars out of 148 funds for the 3- and 5-year periods, respectively.

Global Conservative Abs Return:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 285 funds for the 3-year period.

Global Focused Strategies:

The fund has not yet been rated by Morningstar.

Natural Resources:

Overall: As of 4/30/18 the Fund was rated 2 stars out of 121 funds, 2 stars out of 116 funds and 1 stars out of 75 funds for the 3-, 5- and 10-year periods, respectively.

Redwood:

Overall: As of 4/30/18 the Fund was rated 2 stars out of 81 funds and 2 stars out of 46 funds for the 3- and 5-year periods, respectively.

Regional Bank:

Overall: As of 4/30/18 the Fund was rated 5 stars out of 94 funds, 5 stars out of 89 funds and 5 stars out of 69 funds for the 3-, 5- and 10-year periods, respectively.

Seaport Long/Short:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 192 funds for the 3-year period.

Technical Opportunities:

Overall: As of 4/30/18 the Fund was rated 1 stars out of 1246 funds and 2 stars out of 1125 funds for the 3- and 5-year periods, respectively.

Income Allocation:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 181 funds for the 3-year period.

Multimanager 2010 Lifetime:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 110 funds, 3 stars out of 87 funds and 2 stars out of 75 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2015 Lifetime:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 107 funds, 3 stars out of 74 funds and 2 stars out of 49 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2020 Lifetime:

Overall: As of 4/30/18 the Fund was rated 4 stars out of 200 funds, 4 stars out of 159 funds and 2 stars out of 99 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2025 Lifetime:

Overall: As of 4/30/18 the Fund was rated 4 stars out of 175 funds, 4 stars out of 136 funds and 2 stars out of 72 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2030 Lifetime:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 190 funds, 4 stars out of 149 funds and 2 stars out of 89 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2035 Lifetime:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 170 funds, 4 stars out of 131 funds and 2 stars out of 67 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2040 Lifetime:

Overall: As of 4/30/18 the Fund was rated 4 stars out of 190 funds, 4 stars out of 149 funds and 3 stars out of 89 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2045 Lifetime:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 170 funds, 4 stars out of 131 funds and 3 stars out of 66 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2050 Lifetime:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 185 funds and 3 stars out of 144 funds for the 3- and 5-year periods, respectively.

Multimanager 2055 Lifetime:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 163 funds for the 3-year period.

Multimanager 2060 Lifetime:

The fund has not yet been rated by Morningstar.

Multimanager Lifestyle Aggress:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 174 funds, 3 stars out of 146 funds and 2 stars out of 115 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager Lifestyle Balance:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 669 funds, 3 stars out of 615 funds and 2 stars out of 436 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager Lifestyle Conserv:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 181 funds, 3 stars out of 147 funds and 4 stars out of 83 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager Lifestyle Growth:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 314 funds, 3 stars out of 275 funds and 3 stars out of 203 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager Lifestyle Moderat:

Overall: As of 4/30/18 the Fund was rated 3 stars out of 419 funds, 3 stars out of 354 funds and 3 stars out of 260 funds for the 3-, 5- and 10-year periods, respectively.

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