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JHancock Multi-Index Lifestyle Agrsv 1 JIIOX

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%

Morningstar’s Analysis JIIOX

Will JIIOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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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