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Morningstar

JHancock Multimanager Lifestyle Agrsv R5 JTLAX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 12.70  /  0.31 %
  • Total Assets 3.1 Bil
  • Adj. Expense Ratio
    0.160%
  • Expense Ratio 1.090%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.24%
  • Turnover 10%

USD | NAV as of Jun 05, 2023 | 1-Day Return as of Jun 05, 2023, 10:17 PM GMT+0

Morningstar’s Analysis JTLAX

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

People Pillar

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

Costly and complex.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

John Hancock Multimanager Lifestyle target-risk series’ complex approach and above average fees underpin its Morningstar Analyst Rating of Neutral for most share classes, while its priciest offerings receive a Negative.

by Stephen Margaria
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JTLAX

More JTLAX Holdings
  • Current Portfolio Date
  • Equity Holdings 2
  • Bond Holdings 4
  • Other Holdings 31
  • % Assets in Top 10 Holdings 62.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock International Stra Eq Allc NAV

8.72
267,997,285
—

JHancock Fundamental Large Cap Core NAV

7.72
237,243,284
—

JHancock Equity Income NAV

7.35
225,947,606
—

JHFunds2 Mid Value NAV

7.06
216,989,878
—

JHancock Emerging Markets Equity NAV

6.19
190,218,581
—

JHancock Disciplined Value Intl NAV

5.44
167,339,782
—

JHancock Mid Cap Growth NAV

5.35
164,555,562
—

JHancock Blue Chip Growth NAV

5.34
164,346,557
—

JHancock Diversified Real Assets NAV

4.88
149,982,221
—

JHancock Disciplined Value NAV

4.79
147,386,959
—