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JHancock Lifestyle Blend Bal Pft R6 JIBRX

Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 11.20  /  +0.72 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.59%
  • Turnover 15%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis JIBRX

Will JIBRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

JHancock Lifestyle Blend Bal Pft R6'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-cheapest fee quintile among peers.

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Portfolio Holdings JIBRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 71.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock U.S. Sector Rotation NAV

17.38 216.0 Mil

JHancock International Stra Eq Allc NAV

14.49 180.2 Mil

Vanguard Total Bond Market ETF

8.47 105.3 Mil

Fidelity Mid Cap Index

7.72 96.0 Mil

Vanguard Interm-Term Corp Bd ETF

6.59 81.9 Mil

Fidelity Small Cap Index

4.56 56.7 Mil

Jh Collateral

4.43 55.0 Mil
Cash and Equivalents

iShares MSCI Global Min Vol Factor ETF

3.90 48.4 Mil

Vanguard Emerging Mkts Govt Bd ETF

2.90 36.0 Mil

Vanguard Dividend Appreciation ETF

2.72 33.8 Mil