JHT Lifestyle Moderate Ser I
John Hancock Trst 601 Congress Street Boston MA 02210
Phone: 800-344-1029
| Category: | Conservative Allocation | | Fund Family: | John Hancock | | Net Assets: | 276.64M | | Year-to-Date Return: | -0.72% | | Yield: | 4.47% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Jan-97 |
|
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 a balance between a high level of current income and growth of capital, with a greater emphasis on income. The fund invests approximately 60% of total assets in underlying portfolios, which invest primarily in fixed-income securities. It may also invest approximately 40% of total assets in underlying portfolios, which invest primarily in equity securities. The fund may invest in exchange traded funds. The fund is nondiversified. |
| Last Dividend
(29-Dec-09):
| 0.49 | | Last Cap Gain
(17-Apr-08):
| 0.28 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 74.77% |
|
| Expense | JELMX | Category
Avg | | Total Expense Ratio: | 0.86%
| 0.86% | | Max 12b1 Fee: | 0.05%
| N/A | | Max Front End Sales Load: | %
| 4.91% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$274 | $641 | | 5 Yr Expense Projection*: |
$477 | $984 | | 10 Yr Expense Projection*: |
$1,061 | $1,941 |
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0.06 (0.55%)
