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Morningstar

JHancock Multimanager 2015 Lifetime A JLBAX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 7.10  /  0.14 %
  • Total Assets 171.3 Mil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Target-Date 2015
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.88%
  • Turnover 36%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:16 PM GMT+0

Morningstar’s Analysis JLBAX

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

People Pillar

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

A pricey and complex target-date offering.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

John Hancock Multimanager Lifetime target-date series’ complex approach and above average fees make it less appealing for retirement savers. The series maintains its Morningstar Analyst Rating of Neutral across all share classes.

by Stephen Margaria
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JLBAX

More JLBAX Holdings
  • Current Portfolio Date
  • Equity Holdings 5
  • Bond Holdings 9
  • Other Holdings 33
  • % Assets in Top 10 Holdings 72.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock Bond NAV

13.44
24,393,397
—

JHFunds2 Core Bond NAV

13.21
23,971,081
—

JHancock Short Duration Bond NAV

8.96
16,272,169
—

JHancock Diversified Real Assets NAV

7.61
13,821,335
—

JHancock International Stra Eq Allc NAV

5.50
9,977,796
—

JHancock Strategic Income Opps NAV

5.32
9,662,281
—

JHancock Emerging Markets Debt NAV

5.02
9,115,173
—

JHancock U.S. Sector Rotation NAV

4.70
8,537,874
—

JHFunds2 Capital Appreciation Value NAV

4.35
7,892,989
—

JHancock High Yield NAV

4.23
7,678,000
—