JHancock Lifestyle Blend Growth Pft R6
Boston MA 02210
601 Congress Street
John Hancock Funds
管理資訊
Robert E. Sykes,自 2018年2月19日 起的牽頭經辦人
Robert Sykes, CFA, is a managing director and portfolio manager with the Asset Allocation Team at John Hancock Investment Management. The Asset Allocation Team is responsible for the development and growth of John Hancock’s asset allocation solutions for individual and institutional investors in the US, Canada and Asia. Solutions include target risk, target date as well as a wide array of strategic, tactical, absolute return multi-asset class portfolios, and highly customized corporate pension plans. Robert assists in the day-to-day monitoring and portfolio management of John Hancock’s Target Risk and Target Date Portfolios and conducts fundamental research across various asset classes and investment strategies. In addition, Robert is active in the portfolio construction process, including asset allocation & manager selection.
Prior to joining John Hancock, Robert spent four years at FactSet Research Systems as a senior consultant and portfolio analytics specialist. These analytical roles included consulting in the areas of portfolio construction, performance attribution, and risk analysis for over 40 institutional investment managers. Previously, he served as a financial analyst at Fidelity Investments. Robert is a CFA charterholder, and he is a member of the Boston Security Analysts Society and the CFA Institute.
Education: Providence College, BS in Finance (with Distinction), 2001; Boston College, MS in Finance, 2015
Joined Company: 2008
Began Career: 2001
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Allocation--70% to 85% Equity
基金家族John Hancock
淨資產1.23B
本年度至今日回報6.59%
收益率2.08%
晨星評級★★★
成立日期2013年12月29日
基金運作
上次股息0.26
上次資本增益-2.00
持股週轉率15.00%
組別平均無
費用與支出
支出JLGSX類別平均
年報支出比率 (淨值)0.63%0.71%
招股書淨支出比率0.63%無
招股書總支出比率0.63%無
最高 12b1 費用無無
最高首次認購費無4.99%
最高遞延銷售費用無1.43%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
