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 Gr 1 JILGX
- NAV / 1-Day Return 13.88 / +0.14 %
- Total Assets 8.9 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.020%
- Distribution Fee Level High
- Share Class Type No Load
- Category Moderately Aggressive Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.99%
- Turnover 11%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0
Morningstar’s Analysis JILGX
Will JILGX 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 52.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock International Stra Eq Allc NAV | 6.86 | 609.4 Mil | — |
JHancock Bond NAV | 6.28 | 558.2 Mil | — |
JHFunds2 Mid Value NAV | 6.05 | 537.8 Mil | — |
JHancock Equity Income NAV | 5.74 | 510.3 Mil | — |
JHancock Fundamental Large Cap Core NAV | 4.95 | 439.7 Mil | — |
JHancock Blue Chip Growth NAV | 4.87 | 432.7 Mil | — |
JHancock Disciplined Value Intl NAV | 4.55 | 404.5 Mil | — |
JHancock U.S. Sector Rotation NAV | 4.41 | 392.2 Mil | — |
JHFunds2 Capital Appreciation Value NAV | 4.30 | 382.0 Mil | — |
JHancock Mid Cap Growth NAV | 4.22 | 374.7 Mil | — |