JHancock2 Lifestyle Balanced 5
Phone: 888-972-8696
| Category: | Moderate Allocation | | Fund Family: | John Hancock | | Net Assets: | 19.39M | | Year-to-Date Return: | 4.06% | | Yield: | 5.80% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Jun-06 |
|
Steve Orlich
Lead Manager since
17-Oct-05 | | | 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: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks a high level of current income and growth of capital, with a greater emphasis on growth of capital. The fund normally invests up to 60% of assets underlying funds which invest primarily in equity securities and approximately 40% in underlying funds which invests primarily in fixed-income securities. It is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 36.00% | | Average for Category:
| 77.19% |
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| Expense | JHLAX | Category
Avg | | Total Expense Ratio: | 0.07%
| 1.05% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.29% | | Max Deferred Sales Load: | 0.00%
| 2.70% | | 3 Yr Expense Projection*: |
$293 | $639 | | 5 Yr Expense Projection*: |
$509 | $968 | | 10 Yr Expense Projection*: |
$1,131 | $1,889 |
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0.09 (0.79%)
