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Morningstar

JHancock Multi-Index Lifestyle Agrsv 1 JIIOX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.13  /  0.00
  • Total Assets 429.7 Mil
  • Adj. Expense Ratio
    0.310%
  • Expense Ratio 0.660%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Allocation—85%+ Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.33%
  • Turnover 91%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis JIIOX

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

People Pillar

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit JHancock Multi-Index Lifestyle Agrsv 1 to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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