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.
JHancock Multimanager Lifestyle Gr R2 JQLGX
- NAV / 1-Day Return 13.12 / −0.53 %
- Total Assets 8.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.480%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Moderately Aggressive Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.55%
- Turnover 11%
USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 10:15 PM GMT+0
Morningstar’s Analysis JQLGX
Will JQLGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 52.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock International Stra Eq Allc NAV | 6.85 | 597.0 Mil | — |
JHancock Bond NAV | 6.34 | 552.4 Mil | — |
JHFunds2 Mid Value NAV | 6.08 | 529.8 Mil | — |
JHancock Equity Income NAV | 5.72 | 498.2 Mil | — |
JHancock Fundamental Large Cap Core NAV | 4.97 | 433.0 Mil | — |
JHancock Blue Chip Growth NAV | 4.96 | 432.3 Mil | — |
JHancock Disciplined Value Intl NAV | 4.46 | 388.3 Mil | — |
JHFunds2 Capital Appreciation Value NAV | 4.32 | 376.9 Mil | — |
JHancock Mid Cap Growth NAV | 4.27 | 372.2 Mil | — |
JHancock U.S. Sector Rotation NAV | 4.16 | 362.1 Mil | — |