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Morningstar

JHancock Multimanager Lifestyle Mod R5 JTLMX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 11.24  /  0.36 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 3.17%
  • Turnover 14%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:21 PM GMT+0

Morningstar’s Analysis JTLMX

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

People Pillar

The People Pillar is our evaluation of the JTLMX 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 JTLMX’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 JTLMX

More JTLMX Holdings
  • Current Portfolio Date
  • Equity Holdings 2
  • Bond Holdings 9
  • Other Holdings 35
  • % Assets in Top 10 Holdings 59.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock Bond NAV

12.69
296,026,591
—

JHFunds2 Core Bond NAV

10.03
234,120,745
—

JHancock Strategic Income Opps NAV

7.62
177,735,169
—

JHancock Short Duration Bond NAV

6.03
140,686,480
—

JHancock Emerging Markets Debt NAV

5.14
119,987,005
—

JHancock High Yield NAV

4.46
104,023,437
—

JHFunds2 Capital Appreciation Value NAV

4.26
99,334,703
—

JHancock International Stra Eq Allc NAV

3.60
83,886,937
—

JHancock Floating Rate Income NAV

3.41
79,634,396
—

JHancock Equity Income NAV

2.64
61,677,887
—