| Total Available Funds: | 13 |
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| Total Available Funds: | 13 |
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| Total Available Funds: | 13 |
- R*: Redemption (Minimum months to hold).
- RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
- WP: Waiting Period (minimum months to wait before buy again).
- M*:Mark (p: proxy, n: not used).
| Asset Class | Ticker | Description | Rating | R* | RT | WP | Expense | Yield | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Strategic Asset Allocation - Equal Weight: Click here to see this strategy description | |||||||
| Equal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
 |
Click for Portfolio Details or Follow | 8.1% | 8.5% | 5.9% | 6.4% | 5.2% | 5.0% |
| Sign up or Login first to get rebalance emails for this portfolio | |||||||
| Strategic Asset Allocation - Optimal: Click here to see this strategy description | |||||||
| Optimal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
Click for Portfolio Details or Follow | 10.9% | 11.5% | 7.1% | 6.8% | 5.9% | 5.5% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| Tactical Asset Allocation: Click here to see this strategy description | |||||||
| Dynamic Asset Switching | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
|
Click for Portfolio Details or Follow | 6.4% | 6.9% | 2.7% | 3.9% | 3.7% | 3.6% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| Asset Allocation Composite: Click here to see this strategy description | |||||||
| Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
|
Click for Portfolio Details or Follow | 3.7% | 3.5% | 5.6% | 6.7% | 6.3% | 5.5% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
John Hancock Freedom 529 is a college savings plan offered by the Education Trust of Alaska, managed by T. Rowe Price, and distributed by John Hancock Distributors LLC through other broker/dealers that have a selling agreement with John Hancock Distributors LLC. John Hancock Distributors LLC is a member of FINRA, and is listed with the Municipal Securities Rulemaking Board (MSRB). © 2010. With the custom portfolio option, the assets in your 529 Plan account will be reallocated only at your instruction, but changes to existing investments within the plan can be made only once per calendar year. John Hancock.MyPlanIQ.com provides asset allocation strategies for the third-way investors to constructs customized 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan custom portfolios below.
T.Rowe Price New Horizons 529 Portfolio A
T.Rowe Price New Horizons 529 Portfolio B
T.Rowe Price New Horizons 529 Portfolio C
T.Rowe Price Blue Chip Growth 529 Portfolio A
T.Rowe Price Blue Chip Growth 529 Portfolio B
T.Rowe Price Blue Chip Growth 529 Portfolio C
T.Rowe Price Mid-Cap Value 529 Portfolio A
T.Rowe Price Mid-Cap Value 529 Portfolio B
T.Rowe Price Mid-Cap Value 529 Portfolio C
American Mutual 529 Portfolio A
American Mutual 529 Portfolio B
American Mutual 529 Portfolio C
T.Rowe Price Equity Income 529 Portfolio A
T.Rowe Price Equity Income 529 Portfolio B
T.Rowe Price Equity Income 529 Portfolio C
Jennison Capital Appreciation 529 Portfolio A
Jennison Capital Appreciation 529 Portfolio B
Jennison Capital Appreciation 529 Portfolio C
Templeton International Value 529 Portfolio A
For further information, please visit the John Hancock Freedom 529 Plan OFFICIAL WEBSITE or Plan's PDF file.
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