Skip to Content
Morningstar

JHancock Lifestyle Blend Bal Pft 1 JIBOX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 10.85  /  −0.18 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.44%
  • Turnover 15%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis JIBOX

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

  • People Pillar

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

JHancock Lifestyle Blend Bal Pft 1's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JIBOX

More JIBOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 79.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock U.S. Sector Rotation NAV

18.35 224.3 Mil
—

JHancock International Stra Eq Allc NAV

15.19 185.7 Mil
—

JHancock Bond NAV

8.90 108.8 Mil
—

Vanguard Total Bond Market ETF

8.87 108.5 Mil
—

Fidelity Mid Cap Index

8.25 100.9 Mil
—

JHancock Emerging Markets Debt NAV

4.90 59.9 Mil
—

Fidelity Small Cap Index

4.87 59.5 Mil
—

iShares MSCI Global Min Vol Factor ETF

4.01 49.1 Mil
—

JHancock High Yield NAV

2.91 35.6 Mil
—

Vanguard Dividend Appreciation ETF

2.84 34.7 Mil
—