JHancock Lifestyle Balanced 1JILBX

Fund Research and Analysis

by Josh Charlson

John Hancock Lifestyles Balanced is trying to soften its sharper edges. This fund of funds, one in a series of five target-risk offerings from John Hancock, in many ways cuts the most traditional profile. Its benchmark allocation of 60% stocks and 40% Read more

Process Pillar:Positive

This fund competes against a benchmark composed of 60% S&P 500 Index and 40% Barclays Capital Aggregate Index, though management can range up to 10 percentage points away from those weightings. Target Read more

Performance Pillar:Neutral

The financial markets in 2012 provided the kind of environment in which this fund thrives. With riskier asset classes, particularly emerging-markets stocks and high-yield bonds, shooting ahead of domestic Read more

People Pillar:Positive

The names on the masthead at the Lifestyle funds have been shuffled around in the past couple of years, but the core teams haven't actually changed much. Prior to 2010, the series' asset allocators based out of Manulife's Toronto office were the named Read more

Price Pillar:Neutral

Most investors find their way into this fund through retirement plans. The institutional shares typically used in retirement plans, which cost 0.90%% annually, are priced slightly below the 0.99% median Read more