JHancock2 Lifestyle Balanced A
(JALBX)
-0.02
-0.14%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 14.67 |
| Category | Moderate Allocation |
| Net Assets | 1.19 Bil |
| Yield | 2.12% |
| Morningstar Risk | Above Average |
| Morningstar Return | Below Average |
- Last NAV update 5/24/2013 3:00 AM ET
| NA |
|---|
| The investment seeks a balance between a high level of current income and growth of capital, with a greater emphasis on growth of capital. The fund normally invests approximately 40% of its assets in underlying funds that invest primarily in fixed-income securities and approximately 60% of its assets in underlying funds that invest primarily in equity securities. It may have an equity/fixed-income underlying funds allocation ranging between 70%/30% and 50%/50%. The fund may invest in various underlying funds that as a group hold a wide range of equity type securities. It may also invest in affiliated and nonaffiliated investment companies. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 32.87% | 13.13% | -2.62% | 13.59% | 7.82% |
| Value ($) | 13,287.00 | 15,031.58 | 14,637.75 | 16,627.02 | 17,927.25 |
- Year to date performance as of 5/23/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | John Hancock |
| Fund Manager | Bob Boyda |
| Tenure (Years) | 3 |
| Fund Status | Open |
| Minimum Initial Purchase | 1,000.00 |
| Minimum IRA Investment | 1,000.00 |
| Front Load | 5.00 |
| Expense Ratio | 0.56% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 2.16% |
| 3 Months | 4.45% |
| 1 Year | 17.61% |
| 3 Years* | 11.12% |
| 5 Years* | 4.62% |
- * Annualized returns
- Performance as of 5/23/2013 8:00 PM ET
| JALBX | Moderate Allocation | |
|---|---|---|
| 5-Yr Return | 4.62% | 4.43% |
| Sharpe Ratio | 0.77 | 0.83 |
| Net Assets | 1.19 Bil | 640.87 Mil |
| Avg Market Cap | 20.57 Bil | 32.18 Bil |
| Avg P/E | 15.96 | 14.03 |
| Portfolio Turnover | 20 | 72 |
| Symbol | Value ($) |
|---|---|
| Stocks | 56.51% |
| Cash | 5.86% |
| Fixed Income | 34.84% |
| Other | 2.79% |
| NAME | % NET ASSETS |
|---|---|
| JHancock2 Floating Rate Income NAV | 5.61% |
| JHFunds2 Capital Appreciation Value NAV | 4.49% |
| JHancock2 Emerging Markets NAV | 4.33% |
| JHFunds2 Active Bond NAV | 4.00% |
| JHFunds2 Total Return NAV | 4.00% |
| JHancock2 US Equity NAV | 3.73% |
| JHancock2 Strategic Income Opps NAV | 3.66% |
| JHFunds2 Blue Chip Growth NAV | 3.37% |
| JHFunds2 Spectrum Income NAV | 3.20% |
| JHancock2 Short Duration Credit Opps NAV | 3.20% |
Copyright © 2013 Microsoft. All rights reserved.
Quotes are real-time for NASDAQ, NYSE and AMEX. See delay times for other exchanges.
Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.
Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.
