Morningstar

John Hancock Funds II Multimanager Lifestyle Growth Portfolio Class R5 JTLGX

Morningstar Medalist Rating
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Medalist Rating as of See John Hancock Investment Hub
  • NAV / 1-Day Return $15.92  /  −1.13 %
  • Fund Size $7.6B
  • Adjusted Expense Ratio 1.030%
  • Net Expense Ratio 0.180%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Global Moderately Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.95%
  • Turnover Ratio 27%
NAV and 1-Day Return as of

Morningstar’s Analysis JTLGX

Will JTLGX outperform in the 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 JTLGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Recalibrated but unproven.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

John Hancock Multimanager Lifestyle target-risk series’ experienced managers recently made structural and allocation changes, but the strategy’s evolving framework needs time to prove itself and tempers conviction.

by Stephen Margaria
Rated on Published on

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Portfolio Holdings JTLGX

More JTLGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 71.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock Disciplined Value NAV

11.50 969M
—

JHancock Blue Chip Growth NAV

10.69 900M
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JHancock International Stra Eq Allc NAV

9.84 828M
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JHancock Disciplined Value Intl NAV

8.79 740M
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JHancock International Dynamic Gr NAV

6.23 524M
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JHancock Fundamental Large Cap Core NAV

5.97 503M
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JHancock Bond NAV

5.70 480M
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JHFunds2 Mid Value NAV

5.24 441M
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JHancock U.S. Sector Rotation NAV

4.00 337M
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JHancock Small Cap Core NAV

3.78 319M
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