JHancock2 Lifestyle Moderate R1
John Hancock Investment Management Svcs, 601 Congress Street, Boston MA 02210-2805, U
Phone: 888-972-8696
| Category: | Conservative Allocation | | Fund Family: | John Hancock | | Net Assets: | 2.25M | | Year-to-Date Return: | 10.05% | | Yield: | 5.83% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Sep-06 |
|
Steve Orlich
Lead Manager since
14-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: | NaN | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $25 |
|
| |
| The investment seeks balance between a high level of current income and growth of capital, with a greater emphasis on income. The fund normally invests up to 40% of assets in underlying funds which invest primarily in equity securities and approximately 60% in underlying funds which invest primarily in fixed-income securities. The fund may invest in various underlying funds that as a group hold a wide range of equity type securities in their funds. It is nondiversified. |
| Last Dividend
(1-Jul-09):
| 0.06 | | Last Cap Gain
(30-Sep-08):
| 0.14 | | Annual Holdings Turnover
| 32.00% | | Average for Category:
| 129.11% |
|
| Expense | JPLMX | Category
Avg | | Total Expense Ratio: | 1.89%
| 0.99% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | %
| 4.96% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$772 | $650 | | 5 Yr Expense Projection*: |
$1,378 | $990 | | 10 Yr Expense Projection*: |
$3,017 | $1,948 |
|
|
0.06 (0.52%)
