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 Cnsrv R5 JTLRX
- NAV / 1-Day Return 11.65 / −0.04 %
- Total Assets 1.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.880%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Conservative Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 3.87%
- Turnover 15%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 PM GMT+0
Morningstar’s Analysis JTLRX
Will JTLRX 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 76.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock Bond NAV | 18.55 | 321.3 Mil | — |
JHFunds2 Core Bond NAV | 15.81 | 273.8 Mil | — |
JHancock Short Duration Bond NAV | 8.91 | 154.4 Mil | — |
JHancock Strategic Income Opps NAV | 8.58 | 148.7 Mil | — |
JHancock Emerging Markets Debt NAV | 7.21 | 124.9 Mil | — |
JHancock High Yield NAV | 5.46 | 94.6 Mil | — |
JHancock Floating Rate Income NAV | 4.48 | 77.7 Mil | — |
JHancock International Stra Eq Allc NAV | 2.46 | 42.7 Mil | — |
United States Treasury Notes 0.125% | 2.43 | 42.1 Mil | Government |
United States Treasury Notes 1.25% | 2.21 | 38.3 Mil | Government |