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Morningstar

JHancock Multimanager Lifestyle Bal R2 JQLBX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 12.59  /  −0.16 %
  • Total Assets 7.6 Bil
  • Adj. Expense Ratio
    1.430%
  • Expense Ratio 1.430%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.10%
  • Turnover 14%

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

Morningstar’s Analysis JQLBX

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

  • People Pillar

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

A complex approach lessens this target-risk series’ appeal.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

John Hancock Multimanager Lifestyle target-risk 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 JQLBX

More JQLBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock Bond NAV

9.39 733.8 Mil
—

JHancock Strategic Income Opps NAV

5.99 468.6 Mil
—

JHancock International Stra Eq Allc NAV

4.60 359.7 Mil
—

JHancock U.S. Sector Rotation NAV

4.60 359.5 Mil
—

JHFunds2 Capital Appreciation Value NAV

4.57 357.5 Mil
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JHFunds2 Mid Value NAV

4.47 349.6 Mil
—

JHancock Equity Income NAV

3.73 291.4 Mil
—

JHancock Disciplined Value Intl NAV

3.72 290.5 Mil
—

JHancock Emerging Markets Debt NAV

3.57 279.5 Mil
—

JHancock Short Duration Bond NAV

3.43 267.9 Mil
—