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JHancock Lifestyle Balanced B (JBLBX)

16.08 Up 0.01(0.06%) Aug 21
Prev Close:16.07
YTD Return*:3.17%
Net Assets*:15.45B
Yield*:1.77%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for JBLBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JHancock Floating Rate Income NAV5.94N/A
JHFunds2 Capital Appreciation Value NAV3.81N/A
JHFunds2 Active Bond NAV3.68N/A
JHFunds2 Total Return NAV3.62N/A
JHancock Strategic Income Opps NAV3.59N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:15.45B
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.28%

Performance & Risk

YTD Return:3.17%
5y Avg Return:10.10%
Rank in Category (ytd):68
% Rank in Category (ytd):7.78%
Beta (3y):1.11
Morningstar Risk Rating:3

Fund Summary

The investment seeks a balance between a high level of current income and growth of capital, with a greater emphasis on growth of capital. The fund normally invests approximately 40% of its assets in underlying funds that invest primarily in fixed-income securities and approximately 60% of its assets in underlying funds that invest primarily in equity securities. It may have an equity/fixed-income underlying funds allocation ranging between 70%/30% and 50%/50%. The fund may invest in various underlying funds that, as a group, hold a wide range of equity-type securities. It may invest in affiliated and nonaffiliated investment companies. View More
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