The John Hancock Multimanager 2020 Lifetime Portfolio delivered a positive return and beat its benchmark in the first quarter of 2026.
The fund benefited from asset allocation decisions that included an underweight to U.S. large-cap stocks and an overweight to defensive equities. Its real assets holdings also supported performance, driven by gains in energy stocks. Underlying manager results added to the outcome, with particular strength in international equities.
The PGIM Jennison Blend Fund declined 3.22% in the first quarter of 2026 but outperformed the Russell 3000 Index, which fell 4.0%. Stock selection in key sectors helped limit losses.
Rapporteret af AI
The Fidelity Large Cap Stock Fund posted a quarterly return of negative 1.90 percent for the first three months of 2026. This result exceeded the negative 4.33 percent decline recorded by the S&P 500 index over the same period.
The Virtus SGA U.S. Large Cap Growth portfolio posted a gross return of -11.1 percent for the first quarter of 2026. The result trailed both the Russell 1000 Growth Index and the S&P 500 Index.
Rapporteret af AI
The BNY Mellon Small Cap Value Fund underperformed its benchmark during the first quarter of 2026.