John Hancock Multi-Index Preservation’s exceedingly skittish glide path and unnecessary complexity merit a Morningstar Analyst Rating of Neutral.
Will JRFOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JRFOX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JRFOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of JRFOX’s parent organization’s priorities and whether they’re in line with investors’ interests.