Fund Research and Analysis

by Janet Yang, CFA
A number of moving parts underlie the John Hancock Lifestyle funds, and some have been more beneficial than others. On the whole, they haven't translated to a marked performance advantage, and fees don't impart a head start, either. As a result, funds   Read more 

Process Pillar:Neutral

Management adheres to industry-standard portfolio-optimization techniques to establish this series' asset allocation, which supports the series' Neutral Process rating. The steps include developing long-term,  Read more 

Performance Pillar:Neutral

Morningstar's move to five allocation buckets from three will bring more clarity to this series' relative performance. Lifestyle Aggressive and Lifestyle Growth currently reside in the same aggressive-allocation   Read more 

People Pillar:Positive

The names on the masthead at the Lifestyle series have been shuffled around in the past couple of years, but the core team remains solid. The current roster consists of longtime manager Bob Boyda, as well as Marcelle Daher and Nathan Thooft, who both   Read more 

Price Pillar:Neutral

Most investors find their way into this series of funds through retirement plans. The Class 1 shares typically used in retirement plans generally have expense ratios that rank in or close to the middle   Read more 

2 Different Approaches to Selecting Dividend-Payers 
Watch more 

Premium Membership

View all of our analyst reports with a free trial to Morningstar.com Premium.