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Morningstar

JHancock Multi-Index Lifestyle Mod 1 JLMOX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis JLMOX

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

People Pillar

The People Pillar is our evaluation of the JLMOX 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 JLMOX’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 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.

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