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Morningstar

JHancock Lifestyle Blend Agrsv Pft R6 JIIRX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 12.37  /  +1.14 %
  • Total Assets 530.1 Mil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.81%
  • Turnover 16%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis JIIRX

Will JIIRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JIIRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JIIRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JIIRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

JHancock Lifestyle Blend Agrsv Pft R6's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JIIRX

More JIIRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 89.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock U.S. Sector Rotation NAV

30.15 163.2 Mil
—

JHancock International Stra Eq Allc NAV

25.92 140.3 Mil
—

Fidelity Mid Cap Index

13.74 74.4 Mil
—

Fidelity Small Cap Index

7.82 42.3 Mil
—

Vanguard S&P 500 ETF

3.36 18.2 Mil
—

Vanguard FTSE Emerging Markets ETF

2.38 12.9 Mil
—

Vanguard Energy ETF

1.74 9.4 Mil
—

iShares MSCI Global Min Vol Factor ETF

1.54 8.4 Mil
—

Vanguard Real Estate ETF

1.39 7.5 Mil
—

Jh Collateral

1.23 6.6 Mil
Cash and Equivalents