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Morningstar

JHancock Lifestyle Blend Cnsrv Pft R6 JLCSX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 9.74  /  −0.10 %
  • Total Assets 300.2 Mil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.45%
  • Turnover 26%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis JLCSX

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

  • People Pillar

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

JHancock Lifestyle Blend Cnsrv Pft R6's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JLCSX

More JLCSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 86.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock Bond NAV

22.03 64.2 Mil
—

Vanguard Total Bond Market ETF

21.90 63.8 Mil
—

JHancock Emerging Markets Debt NAV

9.34 27.2 Mil
—

Vanguard Short-Term Corporate Bond ETF

6.70 19.5 Mil
—

JHancock High Yield NAV

5.81 16.9 Mil
—

Invesco Senior Loan ETF

5.01 14.6 Mil
—

JHancock U.S. Sector Rotation NAV

4.97 14.5 Mil
—

JHancock International Stra Eq Allc NAV

4.27 12.5 Mil
—

United States Treasury Notes 1.25%

3.37 9.8 Mil
Government

Fidelity Mid Cap Index

2.91 8.5 Mil
—