John Hancock Freedom 529

T. Rowe Price and John Hancock have teamed up with Alaska to offer the John Hancock Freedom 529 advisor-sold 529 savings program. It features enrollment-based and static portfolios utilizing mutual funds from over 20 asset managers. To find a financial advisor in your area, use the Directory of Financial Professionals.

Fee Score

3 / 5

Performance

4.5 / 5
  • Program type
    Savings
  • Inception
    2001
  • State agency
    Education Trust of Alaska
  • Tax deduction
  • Program Manager
    T. Rowe Price Associates, Inc.
  • Program distributor
    John Hancock Distributors LLC

Investment Options

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

Age Based Investment Optionsaccordion open icon

Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.

PortfolioE.R.% Equity1YR PerformanceRank
Portfolio 2037-20401.32%100%61.57%N/A
Portfolio 2021-20241.18%37%26.66%24 of 38
Portfolio 2025-20281.26%59%38.13%5 of 21
Enrollment Portfolio1.09%20%18.71%31 of 36
Portfolio 2029-20321.29%80%49.38%11 of 20
Portfolio 2033-20361.32%100%60.87%5 of 17
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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