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 I JTBIX
- NAV / 1-Day Return 12.73 / +0.79 %
- Total Assets 7.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.020%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.45%
- Turnover 14%
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0
Morningstar’s Analysis JTBIX
Will JTBIX 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 48.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock Bond NAV | 9.39 | 733.8 Mil | — |
JHancock Strategic Income Opps NAV | 5.99 | 468.6 Mil | — |
JHancock International Stra Eq Allc NAV | 4.60 | 359.7 Mil | — |
JHancock U.S. Sector Rotation NAV | 4.60 | 359.5 Mil | — |
JHFunds2 Capital Appreciation Value NAV | 4.57 | 357.5 Mil | — |
JHFunds2 Mid Value NAV | 4.47 | 349.6 Mil | — |
JHancock Equity Income NAV | 3.73 | 291.4 Mil | — |
JHancock Disciplined Value Intl NAV | 3.72 | 290.5 Mil | — |
JHancock Emerging Markets Debt NAV | 3.57 | 279.5 Mil | — |
JHancock Short Duration Bond NAV | 3.43 | 267.9 Mil | — |