Skip to Content
Morningstar

JHancock Lifestyle Blend Bal Pft A JABMX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 11.29  /  +0.53 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.18%
  • Turnover 15%

USD | NAV as of Jul 04, 2024 | 1-Day Return as of Jul 04, 2024, 12:17 AM GMT+0

Morningstar’s Analysis JABMX

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

  • People Pillar

    The People Pillar is our evaluation of the JABMX 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 JABMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit JHancock Lifestyle Blend Bal Pft A to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JABMX

More JABMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 79.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock U.S. Sector Rotation NAV

18.76 228.3 Mil
—

JHancock International Stra Eq Allc NAV

15.16 184.5 Mil
—

JHancock Bond NAV

9.05 110.2 Mil
—

Vanguard Total Bond Market ETF

8.98 109.3 Mil
—

Fidelity Mid Cap Index

8.01 97.5 Mil
—

Fidelity Small Cap Index

4.81 58.6 Mil
—

JHancock Emerging Markets Debt NAV

4.53 55.1 Mil
—

iShares MSCI Global Min Vol Factor ETF

4.00 48.7 Mil
—

JHancock High Yield NAV

2.86 34.8 Mil
—

Invesco Senior Loan ETF

2.83 34.5 Mil
—