Fund Research and Analysis

by Jeff Holt, CFA
The deep team behind the John Hancock Multimanager Lifestyle funds helps ease concerns with the recent departure of a comanager, but the unexpected departure certainly doesn’t bolster the case for the funds. Each fund in this target-risk series retains   Read more 

Process Pillar:Positive

A shuffle in comanagers shouldn’t disrupt the thoughtful approach behind these funds to picking and monitoring its subadvisors. The funds retain their Positive Process rating. Managers Bob Boyda, Nathan   Read more 

Performance Pillar:Neutral

These funds have generally posted competitive long-term results relative to their respective peers, but they haven’t fared as well versus custom benchmarks that are more closely aligned with their asset   Read more 

People Pillar:Positive

The deep team behind this series of target-risk funds helps alleviate concerns with a recent manager departure, keeping the funds’ People rating at Positive. In February 2018, John Hancock announced that Marcelle Daher, who had been named manager on   Read more 

Price Pillar:Neutral

The funds in this target-risk series don’t come at an attractive price, but their expense ratios aren’t significantly higher than the norm. As such, the funds earn a Neutral Price rating. The Class 1   Read more 

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