Morningstar

John Hancock Funds II Multimanager Lifestyle Balanced Portfolio Class R5 JTSBX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 14.68  /  −0.54 %
  • Total Assets 7.1B
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.200%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Global Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Status Open
  • TTM Yield 2.24%
  • Turnover 21%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis JTSBX

Will JTSBX 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 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.

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 JTSBX

More JTSBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock Bond NAV

8.78 660M
—

JHancock Disciplined Value NAV

7.88 592M
—

JHancock International Stra Eq Allc NAV

7.25 545M
—

JHancock Blue Chip Growth NAV

7.17 539M
—

JHancock Disciplined Value Intl NAV

6.51 489M
—

JHancock U.S. Sector Rotation NAV

6.01 451M
—

JHancock Strategic Income Opps NAV

5.51 414M
—

JHancock International Dynamic Gr NAV

5.11 384M
—

JHFunds2 Mid Value NAV

4.25 320M
—

JHancock Fundamental Large Cap Core NAV

3.75 282M
—

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