Advertisement
Skip to Content

JHancock Multi-Index Lifestyle Mod 1 JLMOX

Quantitative rating as of
  • NAV / 1-Day Return 10.08  /  0.30 %
  • Total Assets 253.8 Mil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.720%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.74%
  • Turnover 45%

Morningstar’s Analysis JLMOX

Will JLMOX outperform in future?

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

Summary

|

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

Unlock our full analysis with Morningstar Investor