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 Agrsv R5 JTLAX
- NAV / 1-Day Return 14.17 / +0.85 %
- Total Assets 3.3 Bil
-
Adj. Expense Ratio
- 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 1.45%
- Turnover 12%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 62.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock International Stra Eq Allc NAV | 8.47 | 264.3 Mil | — |
JHancock Fundamental Large Cap Core NAV | 7.57 | 236.1 Mil | — |
JHFunds2 Mid Value NAV | 7.40 | 230.8 Mil | — |
JHancock Equity Income NAV | 6.91 | 215.6 Mil | — |
JHancock Blue Chip Growth NAV | 5.98 | 186.6 Mil | — |
JHancock Disciplined Value Intl NAV | 5.68 | 177.3 Mil | — |
JHancock Emerging Markets Equity NAV | 5.33 | 166.2 Mil | — |
JHancock Mid Cap Growth NAV | 5.24 | 163.4 Mil | — |
JHancock Diversified Real Assets NAV | 4.86 | 151.7 Mil | — |
JHancock U.S. Sector Rotation NAV | 4.68 | 146.1 Mil | — |