YOUR GUIDE TO SAVING FOR COLLEGE

John Hancock Freedom 529

Expense Ratio

0.0%

2.7%

Investors in John Hancock Freedom 529 can select from the following investment options. Click on a portfolio name for more information.

Age Based

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Portfolio 2021-2024 1.27% 65% 11.23% 6.12% 8.58% 4.58%
Portfolio 2017-2020 1.17% 43% 7.05% 4.53% 6.49% 4.16%
Portfolio 2025-2028 1.30% 85% 14.85% 7.28% 10.43% 5.60%
College Portfolio 1.12% 20% 4.55% 3.00% 3.26% 3.75%
Portfolio 2029-2032 1.32% 100% 18.39% 8.42% 11.43% N/A
Portfolio 2033-2036 1.33% 100% 19.07% N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Short-Term Bond Portfolio 0.92% 0% 0.62% 0.73% 0.45% 1.78%
Fixed Income Portfolio 1.11% 0% 2.42% 3.04% 2.62% 4.66%
Equity Portfolio 1.33% 101% 19.57% 8.68% 11.58% 6.12%
Future Trends Portfolio 1.38% 100% 24.42% 13.67% 18.33% 10.20%
Multimanager Lifestyle Growth 529 Portfolio 1.51% 80% 14.85% 6.54% 9.12% 4.58%
Multimanager Lifestyle Balanced 529 Portfolio 1.47% 60% 11.60% 5.48% 7.32% 4.50%
Multimanager Lifestyle Moderate 529 Portfolio 1.43% 40% 8.00% 4.31% 5.50% 4.52%

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Money Market Portfolio 0.65% 0% 0.15% 0.05% N/A N/A
International Value Portfolio 1.40% 100% 17.19% 1.80% 6.75% N/A
New Horizons Portfolio 1.34% 100% 24.05% 14.21% 16.64% 11.40%
Blue Chip Growth Portfolio 1.27% 100% 26.43% 13.68% 16.37% 8.89%
Mid-Cap Value Portfolio 1.35% 100% 13.14% 9.12% 13.01% 7.82%
Small-Cap Stock Portfolio 1.45% 100% 19.05% 11.18% 13.23% 9.16%
American Mutual Portfolio 1.22% 100% 14.73% 8.79% 11.77% 6.36%
Equity Income Portfolio 1.21% 100% 17.60% 7.52% 11.11% 5.36%
Capital Appreciation Portfolio 1.29% 100% 24.40% 12.55% 15.26% N/A

See detailed breakdown of sales charges and expenses by portfolio here.


Data as of 09/30/2017.

Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Access exclusive tools and resources for professionals only

Access our exclusive content, reports, calculators and sales leads with a Premium Subscription.

Free for Ameriprise Financial, Commonwealth Financial, Morgan Stanley, Raymond James and RW Baird.

Ameriprise Financial instructions

Consult with your office/branch manager for instructions.

Commonwealth Financial instructions

Commonwealth Financial Advisors, you will find your Savingsforcollege.com portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.

LPL Financial instructions

Visit the Education Planning page in the LPL BranchNet Resource Center to access your Savingforcollege.com portal.

Morgan Stanley instructions

Visit Tools and Forms in the Education Savings Products page in 3DResources to access your Savingforcollege.com portal.

Raymond James instructions

Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.

RW Baird instructions

Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.

 

Reset email successfully sent.
Please check your inbox.

Close
page loadtime mark

Advertisement


close