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.
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