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 Agrsv R6 JULAX
- NAV / 1-Day Return 13.75 / −0.07 %
- Total Assets 3.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.040%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Aggressive Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.44%
- Turnover 12%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0
Morningstar’s Analysis JULAX
Will JULAX 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 62.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JHancock International Stra Eq Allc NAV | 8.45 | 272.8 Mil | — |
JHancock Fundamental Large Cap Core NAV | 7.58 | 244.6 Mil | — |
JHFunds2 Mid Value NAV | 7.44 | 240.1 Mil | — |
JHancock Equity Income NAV | 6.95 | 224.2 Mil | — |
JHancock Blue Chip Growth NAV | 6.04 | 194.9 Mil | — |
JHancock Disciplined Value Intl NAV | 5.60 | 180.6 Mil | — |
JHancock Emerging Markets Equity NAV | 5.38 | 173.7 Mil | — |
JHancock Mid Cap Growth NAV | 5.35 | 172.5 Mil | — |
JHancock Diversified Real Assets NAV | 4.75 | 153.3 Mil | — |
JHancock U.S. Sector Rotation NAV | 4.72 | 152.3 Mil | — |