JOHN HANCOCK FUNDS LIFESTYLE BLEND BALANCED PORTFOLIO CLASS 1 | Markets Insider
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John Hancock Funds Lifestyle Blend Balanced Portfolio Class 1 Fund , JIBOX

11.09 -0.01 -0.09%
03/13/2024 12:00 AM NAV

NAV

11.09
Nav
03/11/2024
Last Update

Ratings

Morningstar Rating
Sustainability Rating

Key Data

John Hancock
Issuer
Morningstar US Mod Tgt Alloc NR
Benchmark
909.20 M
Net Asset
USD
Currency
12/30/2013
Inception
Yes
Distributing
Moderate Allocation
Type
United States
Applied In
State Street Bank & Trust Co
Custodian
US47804U4417
ISIN
JIBOX
Symbol

Asset Allocation Top Instruments

Asset Allocation Top Sectors

Asset Allocation Top Countries

Asset Allocation Top Holdings

Performance

Name %
Performance Current Year 3.35
Performance since Inception 80.37
High 1 Year 10.93
Maximum Loss 1 Year -8.61
Name %
Alpha 1 Year -5.26
Alpha 10 Years -1.62
Alpha 3 Years -1.84
Alpha 5 Years -1.98
Average Gain 1 Year 3.37
Average Gain 10 Years 2.11
Average Gain 3 Years 2.90
Average Gain 5 Years 2.92
Average Loss 1 Year -2.26
Average Loss 10 Years -2.68
Average Loss 3 Years -3.43
Average Loss 5 Years -3.27
Batting Average 1 Year 33.33
Batting Average 10 Years 37.50
Batting Average 3 Years 33.33
Batting Average 5 Years 36.67
Beta 1 Year 1.13
Beta 10 Years 1.07
Beta 3 Years 1.06
Beta 5 Years 1.08
Capture Ratio Down 1 Year 141.77
Capture Ratio Down 10 Years 112.75
Capture Ratio Down 3 Years 112.49
Capture Ratio Down 5 Years 112.64
Capture Ratio Up 1 Year 97.00
Capture Ratio Up 10 Years 100.00
Capture Ratio Up 3 Years 100.82
Capture Ratio Up 5 Years 100.54
Correlation 1 Year 99.16
Correlation 10 Years 99.22
Correlation 3 Years 99.20
Correlation 5 Years 99.21
High 1 Year 10.93
Information Ratio 1 Year -2.24
Information Ratio 10 Years -0.89
Information Ratio 3 Years -1.05
Information Ratio 5 Years -0.91
Low 1 Year 9.60
Maximum Loss 1 Year -8.61
Maximum Loss 10 Years -21.19
Maximum Loss 3 Years -21.19
Maximum Loss 5 Years -21.19
Performance Current Year 3.35
Performance since Inception 80.37
Risk adjusted Return 10 Years 3.23
Risk adjusted Return 3 Years -1.97
Risk adjusted Return 5 Years 2.22
Risk adjusted Return Since Inception 1.89
R-Squared (R²) 1 Year 98.32
R-Squared (R²) 10 Years 98.44
R-Squared (R²) 3 Years 98.40
R-Squared (R²) 5 Years 98.43
Sortino Ratio 1 Year 1.08
Sortino Ratio 10 Years 0.65
Sortino Ratio 3 Years 0.06
Sortino Ratio 5 Years 0.53
Tracking Error 1 Year 2.03
Tracking Error 10 Years 1.50
Tracking Error 3 Years 1.78
Tracking Error 5 Years 1.90
Trailing Performance 1 Month 2.49
Trailing Performance 1 Week 1.18
Trailing Performance 1 Year 15.70
Trailing Performance 10 Years 77.88
Trailing Performance 2 Years 8.53
Trailing Performance 3 Months 6.95
Trailing Performance 3 Years 7.53
Trailing Performance 4 Years 50.04
Trailing Performance 5 Years 37.03
Trailing Performance 6 Months 10.04
Trailing Return 1 Month 2.25
Trailing Return 1 Year 12.45
Trailing Return 10 Years 5.74
Trailing Return 2 Months 1.77
Trailing Return 2 Years 1.56
Trailing Return 3 Months 6.83
Trailing Return 3 Years 2.56
Trailing Return 4 Years 6.38
Trailing Return 5 Years 6.21
Trailing Return 6 Months 7.32
Trailing Return 6 Years 5.51
Trailing Return 7 Years 6.02
Trailing Return 8 Years 7.27
Trailing Return 9 Months 11.40
Trailing Return 9 Years 5.52
Trailing Return Since Inception 5.81
Trailing Return YTD - Year to Date 1.77
Treynor Ratio 1 Year 6.14
Treynor Ratio 10 Years 4.01
Treynor Ratio 3 Years -0.24
Treynor Ratio 5 Years 3.81

Charges

Total Expense 0.4835 %
Advisor Fee Expense 0.3411 %
Distribution Fee Expense 0.0852 %
Accounting Fee Expense 0.0190 %
Transfer Agency Fee Expense 0.0164 %
Professional Fee Expense 0.0068 %
Distribution Fee Expense 0.0852 %
Registration Fee Expense 0.0053 %
Shareholder Reporting Fee Expense 0.0021 %
Other Fee Expense 0.0027 %
Custodian Fee Expense 0.0026 %
Advisor Fee Expense 0.3411 %
Total Expense 0.4835 %
Expense Waiver 0.0000 %
Transfer Agency Fee Expense 0.0164 %
Board of Directors Fee Expense 0.0024 %
Accounting Fee Expense 0.0190 %

Sustainability Rating

Morningstar Sustainability Rating
Below Average
Rating vs. Category
Allocation
Category

Fossil-Fuel Involvement

0
8.67
100
6.79
Low High

Investment Policy

The investment seeks a balance between a high level of current income and growth of capital, with a greater emphasis on growth of capital. The fund operates as a fund of funds and normally invests approximately 40% of its assets in underlying funds that invest primarily in fixed-income securities and approximately 60% of its assets in underlying funds that invest primarily in equity securities. underlying funds may be affiliated or unaffiliated and may include exchange-traded funds (ETFs).

Terms

Initial minimum savings amount 0.00
Distribution Distributing

funds category comparison

Name 1y Perf.
American Funds Retirement Income Portfolio - Enhanced Class R-2 15.84
Russell Investments LifePoints Balanced Strategy Fund Class C 15.84
American Century Investments One Choice Portfolio®: Moderate Investor Class 15.85
Brighthouse Asset Allocation 60 Portfolio Class B 15.85
Equitable Moderate Growth MF/ETF Portfolio Class K 15.86

Investment Trust

Name John Hancock
Address 601 Congress Street,
Zip Code 02210
City Boston
Country United States
Phone +1 8002255291
Fax
E-mail
Website http://jhinvestments.com