Morningstar

John Hancock Funds Lifestyle Blend Aggressive Portfolio Class R6 JIIRX

Morningstar Medalist Rating
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Medalist Rating as of See John Hancock Investment Hub
  • NAV / 1-Day Return $17.15  /  +0.59 %
  • Fund Size $772.6M
  • Adjusted Expense Ratio 0.640%
  • Net Expense Ratio 0.260%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Global Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.41%
  • Turnover Ratio 15%
NAV and 1-Day Return as of

Morningstar’s Analysis JIIRX

Will JIIRX outperform in the 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 JIIRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

JHancock Lifestyle Blend Agrsv Pft R6 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings JIIRX

More JIIRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 96.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JHancock U.S. Sector Rotation NAV

32.11 248M
—

JHancock International Stra Eq Allc NAV

28.27 219M
—

Fidelity Mid Cap Index

11.80 91M
—

Vanguard S&P 500 ETF

6.75 52M
—

Fidelity Small Cap Index

6.71 52M
—

Vanguard FTSE Developed Markets ETF

5.59 43M
—

Vanguard FTSE Emerging Markets ETF

1.85 14M
—

Vanguard Short-Term Corporate Bond ETF

1.08 8M
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Vanguard Energy ETF

1.03 8M
—

Vanguard Real Estate ETF

0.90 7M
—

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