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Morningstar

JHancock Lifestyle Blend Mod Pft R6 JLMRX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 10.38  /  +0.48 %
  • Total Assets 384.7 Mil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.94%
  • Turnover 20%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis JLMRX

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

  • People Pillar

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

JHancock Lifestyle Blend Mod 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 second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings JLMRX

More JLMRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 83.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock Bond NAV

15.56 58.5 Mil
—

Vanguard Total Bond Market ETF

15.50 58.2 Mil
—

JHancock U.S. Sector Rotation NAV

11.98 45.0 Mil
—

JHancock International Stra Eq Allc NAV

9.96 37.4 Mil
—

JHancock Emerging Markets Debt NAV

6.99 26.3 Mil
—

Fidelity Mid Cap Index

5.54 20.8 Mil
—

Vanguard Short-Term Corporate Bond ETF

4.91 18.5 Mil
—

iShares MSCI Global Min Vol Factor ETF

4.67 17.5 Mil
—

JHancock High Yield NAV

4.33 16.3 Mil
—

Invesco Senior Loan ETF

3.75 14.1 Mil
—