Back to top

Best of Funds

Zacks Equity Research

Overview of JHancock Lifestyle Moderate A Fund (JALMX)

JALMX

Trades from $3

JHancock Lifestyle Moderate A (JALMX - Free Report) a Zacks Rank #2 (Buy) invests approximately 60% of its assets in underlying funds that invest primarily in fixed-income securities and approximately 40% in underlying funds that invest primarily in equity securities.

This Allocation Balanced fund, as of the last filing, allocates their fund in three major groups; Intermediate Bond, Large Growth and Large Value. Further, as of the last filing, J HANCOCK 2 ACTIVE BOND F, J HANCOCK 2 FLOATING RATE and J HANCOCK 2 TOTAL RETURN were the top holdings for JALMX.

The JHancock Lifestyle Moderate A fund, managed by John Hancock, carries an expense ratio of 0.47%. Moreover, JALMX requires a minimal initial investment of $1,000.

JALMX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 3.74%, 3 year 3% and 5 year 5.71%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.

JALMX’s performance, as of the last filing, when compared to funds in its category was in the top 19% in 1 year, top 55% over the past 3 years, and in the 61% over the past 5 years.

Want key mutual fund info delivered straight to your inbox?

Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>


In-Depth Zacks Research for the Tickers Above

Normally $25 each - click below to receive one report FREE:

J Hancock2 Lifestyle Moder Prt A (JALMX) - free report >>