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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 7.31  /  −0.14 %
  • Total Assets 169.0 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 3.35%
  • Turnover 17%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 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 complex approach lessens this target-date series’ appeal.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

John Hancock Multimanager Lifetime target-date 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.

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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 73.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock Bond NAV

13.76 23.7 Mil
—

JHFunds2 Core Bond NAV

13.75 23.7 Mil
—

JHancock Short Duration Bond NAV

9.15 15.8 Mil
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JHancock Diversified Real Assets NAV

7.52 13.0 Mil
—

JHancock Emerging Markets Debt NAV

5.40 9.3 Mil
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JHancock U.S. Sector Rotation NAV

5.30 9.1 Mil
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JHancock International Stra Eq Allc NAV

5.21 9.0 Mil
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JHancock Strategic Income Opps NAV

5.02 8.6 Mil
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JHFunds2 Capital Appreciation Value NAV

4.39 7.6 Mil
—

JHancock High Yield NAV

3.60 6.2 Mil
—