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Morningstar

JHancock Multimanager Lifestyle Mod 5 JHLMX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 11.53  /  0.00
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    0.150%
  • Expense Ratio 0.840%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 3.38%
  • Turnover 31%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis JHLMX

Will JHLMX 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 JHLMX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the JHLMX 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 JHLMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Upcoming Comanager Promotions at the John Hancock Multimanager Lifestyle Portfolios

Associate Director

Analyst Note

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