John Hancock Multimanager Lifestyle target-risk series features an overly complex structure, decreasing our confidence in the approach and prompting a downgrade of its Process rating to Below Average from Average.
JHancock Multimanager Lifestyle Bal 1 JILBX
- NAV / 1-Day Return 13.05 / +0.12 %
- Total Assets 7.9 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.970%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.51%
- Turnover 14%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0
Morningstar’s Analysis JILBX
Will JILBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock Bond NAV | 9.62 | 739.6 Mil | — |
JHancock Strategic Income Opps NAV | 6.10 | 468.9 Mil | — |
JHancock International Stra Eq Allc NAV | 4.56 | 350.8 Mil | — |
JHFunds2 Capital Appreciation Value NAV | 4.54 | 349.2 Mil | — |
JHancock U.S. Sector Rotation NAV | 4.54 | 348.8 Mil | — |
JHFunds2 Mid Value NAV | 4.41 | 339.3 Mil | — |
JHancock Disciplined Value Intl NAV | 3.71 | 285.3 Mil | — |
JHancock Equity Income NAV | 3.65 | 280.9 Mil | — |
JHancock Emerging Markets Debt NAV | 3.61 | 277.4 Mil | — |
JHancock Short Duration Bond NAV | 3.47 | 267.0 Mil | — |