Fund Research and Analysis

by Josh Charlson
John Hancock Lifestyles Moderate is trying to soften its sharper edges. This fund of funds, one in a series of five target-risk offerings from John Hancock, looks somewhat similar to its peers. Its benchmark allocation of 40% stocks and 60% bonds lines   Read more 

Process Pillar:Positive

This fund competes against a benchmark composed of 40% S&P 500 Index and 60% 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 0.89%% annually, are priced just below the median of similarly   Read more 

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