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Morningstar

JHancock Lifestyle Blend Growth Pft 1 JLGOX

Morningstar Analyst Rating
Quantitative rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 10.83  /  0.91 %
  • Total Assets 950.9 Mil
  • Adj. Expense Ratio
    0.360%
  • Expense Ratio 0.670%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.75%
  • Turnover 74%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis JLGOX

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

People Pillar

The People Pillar is our evaluation of the JLGOX 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 JLGOX’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 Growth 1 to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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