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 Bal R4 JSLBX
- NAV / 1-Day Return 13.36 / +0.83 %
- Total Assets 7.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.170%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.37%
- Turnover 14%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis JSLBX
Will JSLBX 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 48.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock Bond NAV | 9.29 | 722.6 Mil | — |
JHancock Strategic Income Opps NAV | 6.02 | 468.5 Mil | — |
JHancock U.S. Sector Rotation NAV | 5.47 | 425.2 Mil | — |
JHancock International Stra Eq Allc NAV | 4.57 | 355.5 Mil | — |
JHFunds2 Capital Appreciation Value NAV | 4.52 | 351.5 Mil | — |
JHFunds2 Mid Value NAV | 4.42 | 343.4 Mil | — |
JHancock Disciplined Value Intl NAV | 3.75 | 292.0 Mil | — |
JHancock Equity Income NAV | 3.70 | 287.7 Mil | — |
JHFunds2 Core Bond NAV | 3.47 | 269.7 Mil | — |
JHancock Emerging Markets Debt NAV | 3.46 | 269.2 Mil | — |