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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 12/31/16
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
SVBAXBalanced710Allocation--50% to 70% Equity
JBGAXBlue Chip Growth1315Large Growth
PZFVXClassic Value1088Large Value
JVLAXDisciplined Value1088Large Value
JVMAXDisciplined Value Mid Cap371Mid-Cap Blend
JHEIXEquity Income1088Large Value
JHKAXESG All Cap CoreNot Rated1315Large Growth
JHJAXESG Large Cap CoreNot Rated1255Large Blend
JFCAXFundamental All Cap Core1315Large Growth
TAGRXFundamental Large Cap Core1255Large Blend
JFVAXFundamental Large Cap Value1088Large Value
JASOXNew Opportunities626Small Blend
JSCAXSmall Cap Value626Small Blend
JCSAXSmall Company626Small Blend
JSGAXStrategic Growth1315Large Growth
USGLXU.S. Global Leaders Growth1315Large Growth
JHUAXU.S. Growth1255Large Blend
JVEAXValue EquityNot Rated1088Large Value

Global and international

 As of 12/31/16
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
JDIBXDisciplined Value Intl606Foreign Large Blend
JEVAXEmerging Markets606Diversified Emerging Mkts
JEMQXEmerging Markets EquityNot Rated606Diversified Emerging Mkts
JTQAXESG International EquityNot Rated606NAForeign Large Blend
JHGEXGlobal Equity848World Stock
JGYAXGlobal Shareholder Yield848World Stock
JCOAXGreater China Opportunities93China Region
GOIGXInternational Growth312Foreign Large Growth
JISAXInternational Small Company78Foreign Small/Mid Blend
JIEAXInternational Value Equity272Foreign Large Value

Income

 As of 12/31/16
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
JHNBXBond869Intermediate-Term Bond
TACAXCalifornia Tax-Free Income87Muni California Long
JMKAXEmerging Markets Debt220Emerging Markets Bond
JBOAXESG Core BondNot Rated19NAIntermediate-Term Bond
JFIAXFloating Rate Income208Bank Loan
JYGAXGlobal Income602High Yield Bond
JHGIXGovernment Income255Intermediate Government
JHHBXHigh Yield602High Yield Bond
JHTFXHigh Yield Municipal Bond142High Yield Muni
JHFIXIncome213Multisector Bond
TAUSXInvestment Grade Bond869Intermediate-Term Bond
JHMXXMoney MarketNot RatedNANANA
JMBAXShort Duration Credit Opps213Multisector Bond
JHSIXSpectrum Income213Multisector Bond
JIPAXStrategic Income Opportunities213Multisector Bond
TAMBXTax-Free Bond144Muni National Long

Alternative and specialty

 As of 12/31/16
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
JCUAXAbsolute Return CurrencyNot Rated50NAMulticurrency
JAAAXAlternative Asset Allocation239Multialternative
JEEBXEnduring Assets69Infrastructure
FIDAXFinancial Industries100Financial
JHAAXGlobal Absolute Return Strat239NAMultialternative
JHRAXGlobal Conservative Abs Return236NANontraditional Bond
JGFOXGlobal Focused StrategiesNot Rated239Multialternative
JHGRXGlobal Real EstateNot Rated56Global Real Estate
JNRAXNatural Resources130Natural Resources
JTRAXRedwood74Option Writing
FRBAXRegional Bank100Financial
JSFBXSeaport167Long-Short Equity
JTCAXTechnical Opportunities1315Large Growth

Asset allocation

 As of 12/31/16
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
JIAFXIncome AllocationNot Rated177Allocation--15% to 30% Equity
JALAXLifestyle Aggressive138Allocation--85%+ Equity
JALBXLifestyle Balanced710Allocation--50% to 70% Equity
JALRXLifestyle Conservative177Allocation--15% to 30% Equity
JALGXLifestyle Growth352Allocation--70% to 85% Equity
JALMXLifestyle Moderate413Allocation--30% to 50% Equity
JLAAXRet Living through 201084Target-Date 2000-2010
JLBAXRet Living through 201591Target-Date 2015
JLDAXRet Living through 2020176Target-Date 2020
JLEAXRet Living through 2025149Target-Date 2025
JLFAXRet Living through 2030176Target-Date 2030
JLHAXRet Living through 2035149Target-Date 2035
JLIAXRet Living through 2040176Target-Date 2040
JLJAXRet Living through 2045149Target-Date 2045
JLKAXRet Living through 2050168Target-Date 2050
JLKLXRet Living through 2055Not RatedNATarget-Date 2055
JJERXRet Living through 2060Not RatedNATarget-Date 2060+

Overall Rating is based on the 3-, 5- and 10-year 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 three, five or ten-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 three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The rating formula most heavily weights the three year rating, using the following calculation: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Past performance does not guarantee future results.

Balanced:

Overall: As of 12/31/16 the Fund was rated 4 stars out of 710 funds, 4 stars out of 606 funds and 5 stars out of 419 funds for the 3-, 5- and 10-year periods, respectively.

Blue Chip Growth:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 1315 funds, 4 stars out of 1154 funds and 4 stars out of 809 funds for the 3-, 5- and 10-year periods, respectively.

Classic Value:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 1088 funds, 4 stars out of 934 funds and 1 stars out of 680 funds for the 3-, 5- and 10-year periods, respectively.

Disciplined Value:

Overall: As of 12/31/16 the Fund was rated 2 stars out of 1088 funds, 3 stars out of 934 funds and 4 stars out of 680 funds for the 3-, 5- and 10-year periods, respectively.

Disciplined Value Mid Cap:

Overall: As of 12/31/16 the Fund was rated 5 stars out of 371 funds, 5 stars out of 332 funds and 5 stars out of 219 funds for the 3-, 5- and 10-year periods, respectively.

Equity Income:

Overall: As of 12/31/16 the Fund was rated 2 stars out of 1088 funds, 2 stars out of 934 funds and 3 stars out of 680 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 12/31/16 the Fund was rated 3 stars out of 1315 funds and 4 stars out of 1154 funds for the 3- and 5-year periods, respectively.

Fundamental Large Cap Core:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 1255 funds, 4 stars out of 1106 funds and 5 stars out of 814 funds for the 3-, 5- and 10-year periods, respectively.

Fundamental Large Cap Value:

Overall: As of 12/31/16 the Fund was rated 2 stars out of 1088 funds and 3 stars out of 934 funds for the 3- and 5-year periods, respectively.

New Opportunities:

Overall: As of 12/31/16 the Fund was rated 2 stars out of 626 funds, 2 stars out of 534 funds and 2 stars out of 360 funds for the 3-, 5- and 10-year periods, respectively.

Small Cap Value:

Overall: As of 12/31/16 the Fund was rated 4 stars out of 626 funds and 3 stars out of 534 funds for the 3- and 5-year periods, respectively.

Small Company:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 626 funds, 2 stars out of 534 funds and 3 stars out of 360 funds for the 3-, 5- and 10-year periods, respectively.

Strategic Growth:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 1315 funds and 3 stars out of 1154 funds for the 3- and 5-year periods, respectively.

U.S. Global Leaders Growth:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 1315 funds, 3 stars out of 1154 funds and 4 stars out of 809 funds for the 3-, 5- and 10-year periods, respectively.

U.S. Growth:

Overall: As of 12/31/16 the Fund was rated 2 stars out of 1255 funds, 1 stars out of 1106 funds and 3 stars out of 814 funds for the 3-, 5- and 10-year periods, respectively.

Value Equity:

The fund has not yet been rated by Morningstar.

Disciplined Value Intl:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 606 funds and 4 stars out of 542 funds for the 3- and 5-year periods, respectively.

Emerging Markets:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 606 funds and 3 stars out of 425 funds for the 3- and 5-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.

Global Equity:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 848 funds for the 3-year period.

Global Shareholder Yield:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 848 funds and 2 stars out of 669 funds for the 3- and 5-year periods, respectively.

Greater China Opportunities:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 93 funds, 4 stars out of 78 funds and 3 stars out of 38 funds for the 3-, 5- and 10-year periods, respectively.

International Growth:

Overall: As of 12/31/16 the Fund was rated 5 stars out of 312 funds, 5 stars out of 260 funds and 5 stars out of 182 funds for the 3-, 5- and 10-year periods, respectively.

International Small Company:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 78 funds, 3 stars out of 66 funds and 3 stars out of 28 funds for the 3-, 5- and 10-year periods, respectively.

International Value Equity:

Overall: As of 12/31/16 the Fund was rated 4 stars out of 272 funds, 3 stars out of 223 funds and 3 stars out of 139 funds for the 3-, 5- and 10-year periods, respectively.

Bond:

Overall: As of 12/31/16 the Fund was rated 4 stars out of 869 funds, 5 stars out of 759 funds and 5 stars out of 541 funds for the 3-, 5- and 10-year periods, respectively.

California Tax-Free Income:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 87 funds, 3 stars out of 74 funds and 3 stars out of 63 funds for the 3-, 5- and 10-year periods, respectively.

Emerging Markets Debt:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 220 funds and 3 stars out of 115 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 12/31/16 the Fund was rated 2 stars out of 208 funds and 2 stars out of 157 funds for the 3- and 5-year periods, respectively.

Global Income:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 602 funds and 1 stars out of 477 funds for the 3- and 5-year periods, respectively.

Government Income:

Overall: As of 12/31/16 the Fund was rated 2 stars out of 255 funds, 4 stars out of 240 funds and 3 stars out of 176 funds for the 3-, 5- and 10-year periods, respectively.

High Yield:

Overall: As of 12/31/16 the Fund was rated 2 stars out of 602 funds, 5 stars out of 477 funds and 1 stars out of 319 funds for the 3-, 5- and 10-year periods, respectively.

High Yield Municipal Bond:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 142 funds, 2 stars out of 119 funds and 4 stars out of 84 funds for the 3-, 5- and 10-year periods, respectively.

Income:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 213 funds, 3 stars out of 175 funds and 4 stars out of 92 funds for the 3-, 5- and 10-year periods, respectively.

Investment Grade Bond:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 869 funds, 4 stars out of 759 funds and 4 stars out of 541 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 12/31/16 the Fund was rated 2 stars out of 213 funds and 2 stars out of 175 funds for the 3- and 5-year periods, respectively.

Spectrum Income:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 213 funds, 3 stars out of 175 funds and 3 stars out of 92 funds for the 3-, 5- and 10-year periods, respectively.

Strategic Income Opportunities:

Overall: As of 12/31/16 the Fund was rated 4 stars out of 213 funds, 3 stars out of 175 funds and 5 stars out of 92 funds for the 3-, 5- and 10-year periods, respectively.

Tax-Free Bond:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 144 funds, 3 stars out of 130 funds and 3 stars out of 102 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 12/31/16 the Fund was rated 3 stars out of 239 funds and 3 stars out of 141 funds for the 3- and 5-year periods, respectively.

Enduring Assets:

Overall: As of 12/31/16 the Fund was rated 2 stars out of 69 funds for the 3-year period.

Financial Industries:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 100 funds, 3 stars out of 94 funds and 3 stars out of 71 funds for the 3-, 5- and 10-year periods, respectively.

Global Absolute Return Strat:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 239 funds and 3 stars out of 141 funds for the 3- and 5-year periods, respectively.

Global Conservative Abs Return:

Overall: As of 12/31/16 the Fund was rated 2 stars out of 236 funds for the 3-year period.

Global Focused Strategies:

The fund has not yet been rated by Morningstar.

Global Real Estate:

The fund has not yet been rated by Morningstar.

Natural Resources:

Overall: As of 12/31/16 the Fund was rated 2 stars out of 130 funds, 2 stars out of 115 funds and 2 stars out of 59 funds for the 3-, 5- and 10-year periods, respectively.

Redwood:

Overall: As of 12/31/16 the Fund was rated 2 stars out of 74 funds and 1 stars out of 28 funds for the 3- and 5-year periods, respectively.

Regional Bank:

Overall: As of 12/31/16 the Fund was rated 5 stars out of 100 funds, 5 stars out of 94 funds and 4 stars out of 71 funds for the 3-, 5- and 10-year periods, respectively.

Seaport:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 167 funds for the 3-year period.

Technical Opportunities:

Overall: As of 12/31/16 the Fund was rated 1 stars out of 1315 funds and 1 stars out of 1154 funds for the 3- and 5-year periods, respectively.

Income Allocation:

The fund has not yet been rated by Morningstar.

Lifestyle Aggressive:

Overall: As of 12/31/16 the Fund was rated 2 stars out of 138 funds, 2 stars out of 125 funds and 2 stars out of 91 funds for the 3-, 5- and 10-year periods, respectively.

Lifestyle Balanced:

Overall: As of 12/31/16 the Fund was rated 2 stars out of 710 funds, 3 stars out of 606 funds and 2 stars out of 419 funds for the 3-, 5- and 10-year periods, respectively.

Lifestyle Conservative:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 177 funds, 4 stars out of 154 funds and 4 stars out of 82 funds for the 3-, 5- and 10-year periods, respectively.

Lifestyle Growth:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 352 funds, 3 stars out of 293 funds and 3 stars out of 210 funds for the 3-, 5- and 10-year periods, respectively.

Lifestyle Moderate:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 413 funds, 3 stars out of 362 funds and 3 stars out of 234 funds for the 3-, 5- and 10-year periods, respectively.

Ret Living through 2010:

Overall: As of 12/31/16 the Fund was rated 2 stars out of 84 funds, 3 stars out of 69 funds and 3 stars out of 40 funds for the 3-, 5- and 10-year periods, respectively.

Ret Living through 2015:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 91 funds, 3 stars out of 70 funds and 2 stars out of 24 funds for the 3-, 5- and 10-year periods, respectively.

Ret Living through 2020:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 176 funds, 4 stars out of 146 funds and 2 stars out of 67 funds for the 3-, 5- and 10-year periods, respectively.

Ret Living through 2025:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 149 funds, 4 stars out of 113 funds and 2 stars out of 34 funds for the 3-, 5- and 10-year periods, respectively.

Ret Living through 2030:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 176 funds, 4 stars out of 146 funds and 2 stars out of 67 funds for the 3-, 5- and 10-year periods, respectively.

Ret Living through 2035:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 149 funds, 3 stars out of 113 funds and 3 stars out of 34 funds for the 3-, 5- and 10-year periods, respectively.

Ret Living through 2040:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 176 funds, 3 stars out of 146 funds and 3 stars out of 67 funds for the 3-, 5- and 10-year periods, respectively.

Ret Living through 2045:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 149 funds, 3 stars out of 109 funds and 3 stars out of 33 funds for the 3-, 5- and 10-year periods, respectively.

Ret Living through 2050:

Overall: As of 12/31/16 the Fund was rated 3 stars out of 168 funds and 3 stars out of 129 funds for the 3- and 5-year periods, respectively.

Ret Living through 2055:

The fund has not yet been rated by Morningstar.

Ret Living through 2060:

The fund has not yet been rated by Morningstar.

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