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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 6/30/17
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
SVBAXBalanced727Allocation--50% to 70% Equity
JBGAXBlue Chip Growth1277Large Growth
PZFVXClassic Value1091Large Value
JVLAXDisciplined Value1091Large Value
JVMAXDisciplined Value Mid Cap368Mid-Cap Blend
JHEIXEquity Income1091Large Value
JHKAXESG All Cap CoreNot Rated1277Large Growth
JHJAXESG Large Cap CoreNot Rated1223Large Blend
JFCAXFundamental All Cap Core1277Large Growth
TAGRXFundamental Large Cap Core1223Large Blend
JFVAXFundamental Large Cap Value1091Large Value
JASOXNew Opportunities646Small Blend
JSCAXSmall Cap Value646Small Blend
JCSAXSmall Company646Small Blend
JSGAXStrategic Growth1277Large Growth
USGLXU.S. Global Leaders Growth1277Large Growth
JHUAXU.S. Growth1277Large Growth
JVEAXValue Equity1091Large Value

Global and international

 As of 6/30/17
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
JDIBXDisciplined Value Intl595Foreign Large Blend
JEVAXEmerging Markets634Diversified Emerging Mkts
JEMQXEmerging Markets EquityNot Rated634Diversified Emerging Mkts
JTQAXESG International EquityNot Rated595Foreign Large Blend
JFGAXFundamental Global Franchise714World Large Stock
JHGEXGlobal Equity714World Large Stock
JGYAXGlobal Shareholder Yield714World Large Stock
JCOAXGreater China Opportunities89China Region
GOIGXInternational Growth324Foreign Large Growth
JISAXInternational Small Company75Foreign Small/Mid Blend
JIEAXInternational Value Equity268Foreign Large Value

Income

 As of 6/30/17
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
JHNBXBond856Intermediate-Term Bond
TACAXCalifornia Tax-Free Income89Muni California Long
JMKAXEmerging Markets Debt220Emerging Markets Bond
JBOAXESG Core BondNot Rated19NAIntermediate-Term Bond
JFIAXFloating Rate Income210Bank Loan
JYGAXGlobal Income590High Yield Bond
JHGIXGovernment Income244Intermediate Government
JHHBXHigh Yield590High Yield Bond
JHTFXHigh Yield Municipal Bond145High Yield Muni
JHFIXIncome233Multisector Bond
TAUSXInvestment Grade Bond856Intermediate-Term Bond
JHMXXMoney MarketNot RatedNANANA
JMBAXShort Duration Credit Opps233Multisector Bond
JHSIXSpectrum Income233Multisector Bond
JIPAXStrategic Income Opportunities233Multisector Bond
TAMBXTax-Free Bond142Muni National Long

Alternative and specialty

 As of 6/30/17
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
JCUAXAbsolute Return CurrencyNot Rated53NAMulticurrency
JAAAXAlternative Asset Allocation243Multialternative
JEEBXEnduring Assets74Infrastructure
FIDAXFinancial Industries102Financial
JHAAXGlobal Absolute Return Strat243NAMultialternative
JHRAXGlobal Conservative Abs Return259NANontraditional Bond
JGFOXGlobal Focused StrategiesNot Rated243Multialternative
JNRAXNatural Resources129Natural Resources
JTRAXRedwood76Option Writing
FRBAXRegional Bank102Financial
JSFBXSeaport175Long-Short Equity
JTCAXTechnical Opportunities1277Large Growth

Asset allocation

 As of 6/30/17
Symbol Fund Name Overall Rating # Funds
in Catg.
Style
Box
Category
JIAFXIncome AllocationNot Rated181Allocation--15% to 30% Equity
JLAAXMultimanager 2010 Lifetime89Target-Date 2000-2010
JLBAXMultimanager 2015 Lifetime91Target-Date 2015
JLDAXMultimanager 2020 Lifetime184Target-Date 2020
JLEAXMultimanager 2025 Lifetime158Target-Date 2025
JLFAXMultimanager 2030 Lifetime184Target-Date 2030
JLHAXMultimanager 2035 Lifetime158Target-Date 2035
JLIAXMultimanager 2040 Lifetime184Target-Date 2040
JLJAXMultimanager 2045 Lifetime158Target-Date 2045
JLKAXMultimanager 2050 Lifetime176Target-Date 2050
JLKLXMultimanager 2055 Lifetime145Target-Date 2055
JJERXMultimanager 2060 LifetimeNot RatedNATarget-Date 2060+
JALAXMultimanager Lifestyle Aggress147Allocation--85%+ Equity
JALBXMultimanager Lifestyle Balance727Allocation--50% to 70% Equity
JALRXMultimanager Lifestyle Conserv181Allocation--15% to 30% Equity
JALGXMultimanager Lifestyle Growth334Allocation--70% to 85% Equity
JALMXMultimanager Lifestyle Moderat400Allocation--30% to 50% Equity

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 6/30/17 the Fund was rated 3 stars out of 727 funds, 4 stars out of 653 funds and 4 stars out of 429 funds for the 3-, 5- and 10-year periods, respectively.

Blue Chip Growth:

Overall: As of 6/30/17 the Fund was rated 4 stars out of 1277 funds, 5 stars out of 1152 funds and 4 stars out of 803 funds for the 3-, 5- and 10-year periods, respectively.

Classic Value:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 1091 funds, 4 stars out of 936 funds and 1 stars out of 681 funds for the 3-, 5- and 10-year periods, respectively.

Disciplined Value:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 1091 funds, 3 stars out of 936 funds and 4 stars out of 681 funds for the 3-, 5- and 10-year periods, respectively.

Disciplined Value Mid Cap:

Overall: As of 6/30/17 the Fund was rated 5 stars out of 368 funds, 5 stars out of 328 funds and 5 stars out of 220 funds for the 3-, 5- and 10-year periods, respectively.

Equity Income:

Overall: As of 6/30/17 the Fund was rated 2 stars out of 1091 funds, 2 stars out of 936 funds and 3 stars out of 681 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 6/30/17 the Fund was rated 3 stars out of 1277 funds and 4 stars out of 1152 funds for the 3- and 5-year periods, respectively.

Fundamental Large Cap Core:

Overall: As of 6/30/17 the Fund was rated 4 stars out of 1223 funds, 4 stars out of 1080 funds and 4 stars out of 802 funds for the 3-, 5- and 10-year periods, respectively.

Fundamental Large Cap Value:

Overall: As of 6/30/17 the Fund was rated 2 stars out of 1091 funds and 3 stars out of 936 funds for the 3- and 5-year periods, respectively.

New Opportunities:

Overall: As of 6/30/17 the Fund was rated 2 stars out of 646 funds, 3 stars out of 545 funds and 2 stars out of 389 funds for the 3-, 5- and 10-year periods, respectively.

Small Cap Value:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 646 funds and 2 stars out of 545 funds for the 3- and 5-year periods, respectively.

Small Company:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 646 funds and 2 stars out of 545 funds for the 3- and 5-year periods, respectively.

Strategic Growth:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 1277 funds and 3 stars out of 1152 funds for the 3- and 5-year periods, respectively.

U.S. Global Leaders Growth:

Overall: As of 6/30/17 the Fund was rated 4 stars out of 1277 funds, 2 stars out of 1152 funds and 5 stars out of 803 funds for the 3-, 5- and 10-year periods, respectively.

U.S. Growth:

Overall: As of 6/30/17 the Fund was rated 2 stars out of 1277 funds, 2 stars out of 1152 funds and 3 stars out of 803 funds for the 3-, 5- and 10-year periods, respectively.

Value Equity:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 1091 funds for the 3-year period.

Disciplined Value Intl:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 595 funds and 4 stars out of 533 funds for the 3- and 5-year periods, respectively.

Emerging Markets:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 634 funds, 3 stars out of 436 funds and 3 stars out of 178 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 6/30/17 the Fund was rated 5 stars out of 714 funds and 5 stars out of 590 funds for the 3- and 5-year periods, respectively.

Global Equity:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 714 funds for the 3-year period.

Global Shareholder Yield:

Overall: As of 6/30/17 the Fund was rated 2 stars out of 714 funds, 2 stars out of 590 funds and 4 stars out of 329 funds for the 3-, 5- and 10-year periods, respectively.

Greater China Opportunities:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 89 funds, 4 stars out of 75 funds and 3 stars out of 41 funds for the 3-, 5- and 10-year periods, respectively.

International Growth:

Overall: As of 6/30/17 the Fund was rated 5 stars out of 324 funds, 5 stars out of 275 funds and 5 stars out of 193 funds for the 3-, 5- and 10-year periods, respectively.

International Small Company:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 75 funds, 3 stars out of 62 funds and 2 stars out of 28 funds for the 3-, 5- and 10-year periods, respectively.

International Value Equity:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 268 funds, 2 stars out of 218 funds and 3 stars out of 133 funds for the 3-, 5- and 10-year periods, respectively.

Bond:

Overall: As of 6/30/17 the Fund was rated 4 stars out of 856 funds, 5 stars out of 767 funds and 5 stars out of 540 funds for the 3-, 5- and 10-year periods, respectively.

California Tax-Free Income:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 89 funds, 3 stars out of 79 funds and 3 stars out of 64 funds for the 3-, 5- and 10-year periods, respectively.

Emerging Markets Debt:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 220 funds and 3 stars out of 127 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 6/30/17 the Fund was rated 1 stars out of 210 funds and 2 stars out of 160 funds for the 3- and 5-year periods, respectively.

Global Income:

Overall: As of 6/30/17 the Fund was rated 2 stars out of 590 funds and 1 stars out of 474 funds for the 3- and 5-year periods, respectively.

Government Income:

Overall: As of 6/30/17 the Fund was rated 2 stars out of 244 funds, 3 stars out of 232 funds and 3 stars out of 173 funds for the 3-, 5- and 10-year periods, respectively.

High Yield:

Overall: As of 6/30/17 the Fund was rated 2 stars out of 590 funds, 5 stars out of 474 funds and 1 stars out of 317 funds for the 3-, 5- and 10-year periods, respectively.

High Yield Municipal Bond:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 145 funds, 2 stars out of 119 funds and 4 stars out of 86 funds for the 3-, 5- and 10-year periods, respectively.

Income:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 233 funds, 3 stars out of 190 funds and 4 stars out of 103 funds for the 3-, 5- and 10-year periods, respectively.

Investment Grade Bond:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 856 funds, 4 stars out of 767 funds and 4 stars out of 540 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 6/30/17 the Fund was rated 2 stars out of 233 funds and 2 stars out of 190 funds for the 3- and 5-year periods, respectively.

Spectrum Income:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 233 funds, 3 stars out of 190 funds and 3 stars out of 103 funds for the 3-, 5- and 10-year periods, respectively.

Strategic Income Opportunities:

Overall: As of 6/30/17 the Fund was rated 4 stars out of 233 funds, 3 stars out of 190 funds and 4 stars out of 103 funds for the 3-, 5- and 10-year periods, respectively.

Tax-Free Bond:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 142 funds, 3 stars out of 132 funds and 3 stars out of 106 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 6/30/17 the Fund was rated 3 stars out of 243 funds and 3 stars out of 154 funds for the 3- and 5-year periods, respectively.

Enduring Assets:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 74 funds for the 3-year period.

Financial Industries:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 102 funds, 3 stars out of 96 funds and 3 stars out of 73 funds for the 3-, 5- and 10-year periods, respectively.

Global Absolute Return Strat:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 243 funds and 3 stars out of 154 funds for the 3- and 5-year periods, respectively.

Global Conservative Abs Return:

Overall: As of 6/30/17 the Fund was rated 2 stars out of 259 funds for the 3-year period.

Global Focused Strategies:

The fund has not yet been rated by Morningstar.

Natural Resources:

Overall: As of 6/30/17 the Fund was rated 2 stars out of 129 funds, 2 stars out of 115 funds and 2 stars out of 68 funds for the 3-, 5- and 10-year periods, respectively.

Redwood:

Overall: As of 6/30/17 the Fund was rated 2 stars out of 76 funds and 1 stars out of 27 funds for the 3- and 5-year periods, respectively.

Regional Bank:

Overall: As of 6/30/17 the Fund was rated 5 stars out of 102 funds, 5 stars out of 96 funds and 4 stars out of 73 funds for the 3-, 5- and 10-year periods, respectively.

Seaport:

Overall: As of 6/30/17 the Fund was rated 4 stars out of 175 funds for the 3-year period.

Technical Opportunities:

Overall: As of 6/30/17 the Fund was rated 1 stars out of 1277 funds and 2 stars out of 1152 funds for the 3- and 5-year periods, respectively.

Income Allocation:

The fund has not yet been rated by Morningstar.

Multimanager 2010 Lifetime:

Overall: As of 6/30/17 the Fund was rated 2 stars out of 89 funds, 3 stars out of 69 funds and 2 stars out of 50 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2015 Lifetime:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 91 funds, 3 stars out of 69 funds and 2 stars out of 31 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2020 Lifetime:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 184 funds, 4 stars out of 148 funds and 2 stars out of 84 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2025 Lifetime:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 158 funds, 4 stars out of 118 funds and 2 stars out of 48 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2030 Lifetime:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 184 funds, 4 stars out of 148 funds and 2 stars out of 84 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2035 Lifetime:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 158 funds, 4 stars out of 118 funds and 2 stars out of 48 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2040 Lifetime:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 184 funds, 3 stars out of 148 funds and 3 stars out of 84 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2045 Lifetime:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 158 funds, 3 stars out of 117 funds and 3 stars out of 46 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager 2050 Lifetime:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 176 funds and 3 stars out of 137 funds for the 3- and 5-year periods, respectively.

Multimanager 2055 Lifetime:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 145 funds for the 3-year period.

Multimanager 2060 Lifetime:

The fund has not yet been rated by Morningstar.

Multimanager Lifestyle Aggress:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 147 funds, 3 stars out of 123 funds and 2 stars out of 98 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager Lifestyle Balance:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 727 funds, 3 stars out of 653 funds and 2 stars out of 429 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager Lifestyle Conserv:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 181 funds, 3 stars out of 149 funds and 4 stars out of 83 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager Lifestyle Growth:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 334 funds, 3 stars out of 291 funds and 3 stars out of 210 funds for the 3-, 5- and 10-year periods, respectively.

Multimanager Lifestyle Moderat:

Overall: As of 6/30/17 the Fund was rated 3 stars out of 400 funds, 3 stars out of 348 funds and 3 stars out of 240 funds for the 3-, 5- and 10-year periods, respectively.

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