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 Mod R2 JQLMX
- NAV / 1-Day Return 12.09 / +0.10 %
- Total Assets 2.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.370%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Moderately Conservative Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.78%
- Turnover 14%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0
Morningstar’s Analysis JQLMX
Will JQLMX 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 60.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock Bond NAV | 12.95 | 290.9 Mil | — |
JHFunds2 Core Bond NAV | 10.58 | 237.6 Mil | — |
JHancock Strategic Income Opps NAV | 7.21 | 161.9 Mil | — |
JHancock Short Duration Bond NAV | 5.94 | 133.4 Mil | — |
JHancock Emerging Markets Debt NAV | 5.42 | 121.7 Mil | — |
JHFunds2 Capital Appreciation Value NAV | 4.23 | 95.1 Mil | — |
JHancock High Yield NAV | 4.12 | 92.5 Mil | — |
JHancock International Stra Eq Allc NAV | 3.39 | 76.1 Mil | — |
JHancock Floating Rate Income NAV | 3.37 | 75.8 Mil | — |
JHancock U.S. Sector Rotation NAV | 3.10 | 69.7 Mil | — |