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 Gr R5 JTLGX
- NAV / 1-Day Return 14.17 / +1.00 %
- Total Assets 8.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.030%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Moderately Aggressive Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.89%
- Turnover 11%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0
Morningstar’s Analysis JTLGX
Will JTLGX 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 52.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock International Stra Eq Allc NAV | 6.86 | 598.3 Mil | — |
JHancock Bond NAV | 6.07 | 529.3 Mil | — |
JHFunds2 Mid Value NAV | 6.02 | 525.4 Mil | — |
JHancock Equity Income NAV | 5.72 | 498.6 Mil | — |
JHancock U.S. Sector Rotation NAV | 5.05 | 440.2 Mil | — |
JHancock Fundamental Large Cap Core NAV | 4.87 | 425.2 Mil | — |
JHancock Blue Chip Growth NAV | 4.86 | 423.5 Mil | — |
JHancock Disciplined Value Intl NAV | 4.54 | 395.9 Mil | — |
JHFunds2 Capital Appreciation Value NAV | 4.28 | 373.3 Mil | — |
JHancock Mid Cap Growth NAV | 4.10 | 357.9 Mil | — |