Fund Research and Analysis

by Kathryn Spica, CFA
John Hancock Lifestyle Balanced continues to evolve. Firm veterans Bob Boyda and Steve Medina remain at the helm of this fund of funds, although the managers' supporting crew has seen some tweaks. Following the retirement of one comanager and departure   Read more 

Process Pillar:Neutral

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

A broadly diversified set of asset classes helps drive this fund's results. While an overweighting to emerging-markets stocks helped propel this fund's top-quartile return in 2012, that allocation weighed   Read more 

People Pillar:Positive

Although only named as managers since 2010, Bob Boyda and Steve Medina have long tenures supporting this fund of funds. The duo helped with the launch of the firm's third-party manager research group in 1994 and have strong experience with portfolio   Read more 

Price Pillar:Neutral

Most investors find their way into this fund through retirement plans. The Class 1 shares typically used in retirement plans, which cost 0.96% annually, are priced slightly above the 0.93% median of   Read more 

Bhansali: Opportunities in Energy and Tech 
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