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Morningstar

JHancock Multimanager Lifestyle Bal R5 JTSBX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 12.13  /  1.30 %
  • Total Assets 7.5 Bil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.40%
  • Turnover 13%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 1:17 AM GMT+0

Morningstar’s Analysis JTSBX

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

People Pillar

The People Pillar is our evaluation of the JTSBX 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 JTSBX’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

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Portfolio Holdings JTSBX

More JTSBX Holdings
  • Current Portfolio Date
  • Equity Holdings 2
  • Bond Holdings 9
  • Other Holdings 39
  • % Assets in Top 10 Holdings 47.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock Bond NAV

8.99
719,575,764
—

JHancock Strategic Income Opps NAV

6.40
511,714,478
—

JHancock International Stra Eq Allc NAV

4.79
383,125,400
—

JHFunds2 Mid Value NAV

4.48
358,315,728
—

JHFunds2 Capital Appreciation Value NAV

4.44
355,123,073
—

JHancock Equity Income NAV

4.02
321,416,275
—

JHancock Disciplined Value Intl NAV

3.80
304,104,545
—

JHancock Short Duration Bond NAV

3.61
289,189,799
—

JHancock U.S. Sector Rotation NAV

3.60
287,671,637
—

JHancock Emerging Markets Debt NAV

3.55
284,075,513
—