JHT Lifestyle Growth Series I
John Hancock Trst 601 Congress Street Boston MA 02210
Phone: 800-344-1029
| Category: | Large Blend | | Fund Family: | John Hancock | | Net Assets: | 641.90M | | Year-to-Date Return: | -2.61% | | Yield: | 3.09% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Jan-97 |
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Steve Orlich
Lead Manager since
01-Jul-02 | | | Orlich is vice president and senior portfolio manager of Asset Allocation at MFC Global Investment Management, his employer since 1998. Orlich is an associate of the Society of Actuaries. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term growth of capital; current income is also a consideration. The fund invests approximately 80% of total assets in underlying portfolios, which invest primarily in equity securities. It may also invest approximately 20% of assets in underlying portfolios, which invest primarily in fixed-income securities. The Fund may invest in exchange traded funds. It may invest in various funds of JHT that as a group hold a wide range of equity type securities in their portfolios. The fund is nondiversified. |
| Last Dividend
(29-Dec-09):
| 0.31 | | Last Cap Gain
(23-Dec-08):
| 0.03 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 80.36% |
|
| Expense | JELGX | Category
Avg | | Total Expense Ratio: | 0.88%
| 1.10% | | Max 12b1 Fee: | 0.05%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$281 | $768 | | 5 Yr Expense Projection*: |
$488 | $1,311 | | 10 Yr Expense Projection*: |
$1,084 | $2,413 |
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|
0.11 (1.11%)
