Morningstar

John Hancock Funds II Multimanager Lifestyle Balanced Portfolio Class R6 JULBX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $14.34  /  −0.55 %
  • Fund Size $6.6B
  • Adjusted Expense Ratio 0.920%
  • Net Expense Ratio 0.150%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.68%
  • Turnover Ratio 21%
NAV and 1-Day Return as of

Morningstar’s Analysis JULBX

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

  • People Pillar

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

More JULBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock Bond NAV

9.23 653M
—

JHancock Disciplined Value NAV

7.52 532M
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JHancock International Stra Eq Allc NAV

7.22 511M
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JHancock Blue Chip Growth NAV

6.98 494M
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JHancock Disciplined Value Intl NAV

6.47 458M
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JHancock Strategic Income Opps NAV

5.78 409M
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JHancock U.S. Sector Rotation NAV

5.23 370M
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JHancock International Dynamic Gr NAV

4.87 344M
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JHFunds2 Mid Value NAV

4.01 284M
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JHFunds2 Core Bond NAV

3.87 274M
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