Fund Research and Analysis

by Kathryn Spica, CFA
John Hancock Lifestyle Moderate 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 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

A broadly diversified set of asset classes helps drive this fund's results. While an overweighting to international stocks, in particular emerging-markets, helped propel this fund's top-quartile return   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 has 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 0.91% annually, are priced just above the 0.89% median of similarly   Read more 

An Inexpensive, Well-Managed Emerging-Markets Bond Fund 
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