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 Mod 5 JHLMX
- NAV / 1-Day Return 12.16 / +0.66 %
- Total Assets 2.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.870%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Moderately Conservative Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 3.38%
- Turnover 14%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0
Morningstar’s Analysis JHLMX
Will JHLMX 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 60.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock Bond NAV | 12.67 | 278.8 Mil | — |
JHFunds2 Core Bond NAV | 10.41 | 229.2 Mil | — |
JHancock Strategic Income Opps NAV | 7.16 | 157.7 Mil | — |
JHancock Short Duration Bond NAV | 5.59 | 123.0 Mil | — |
JHancock Emerging Markets Debt NAV | 5.17 | 113.8 Mil | — |
JHancock Floating Rate Income NAV | 4.49 | 98.8 Mil | — |
JHFunds2 Capital Appreciation Value NAV | 4.19 | 92.2 Mil | — |
JHancock High Yield NAV | 3.86 | 84.9 Mil | — |
JHancock U.S. Sector Rotation NAV | 3.74 | 82.4 Mil | — |
JHancock International Stra Eq Allc NAV | 3.37 | 74.3 Mil | — |