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Morningstar

JHancock Lifestyle Blend Growth Pft R6 JLGSX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 11.78  /  −0.34 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.630%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.09%
  • Turnover 15%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis JLGSX

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

  • People Pillar

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

JHancock Lifestyle Blend Growth 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 sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JLGSX

More JLGSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 80.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock U.S. Sector Rotation NAV

24.21 293.1 Mil
—

JHancock International Stra Eq Allc NAV

20.26 245.3 Mil
—

Fidelity Mid Cap Index

11.11 134.5 Mil
—

Fidelity Small Cap Index

6.35 76.9 Mil
—

Vanguard Total Bond Market ETF

4.15 50.3 Mil
—

JHancock Bond NAV

4.15 50.2 Mil
—

iShares MSCI Global Min Vol Factor ETF

3.48 42.2 Mil
—

JHancock Emerging Markets Debt NAV

2.50 30.3 Mil
—

Vanguard Dividend Appreciation ETF

2.47 30.0 Mil
—

Vanguard FTSE Emerging Markets ETF

2.08 25.2 Mil
—