Back to top

Best of Funds

Zacks Equity Research

How is JHancock Lifestyle Moderate A Fund (JALMX) Performing?

JALMX

Trades from $3

JHancock Lifestyle Moderate A Fund (JALMX - Free Report) a Zacks Rank #2 (Buy) was incepted in October 2005 and is managed by the John Hancock Advisers, LLC. The objective of JALMX is to seek growth of income and capital. JALMX normally invests around 40% of its assets in underlying funds that invests in equity securities and around 60% of its assets in underlying funds that invests in fixed-income securities.

This Allocation Balanced product, as of the last filing, allocates their fund in nine major groups; Intermediate Bond, Large Growth, Large Value, Foreign Stock, Foreign Bond, High Yield Bond, Small Value, Emerging Market and Precious Metal. 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 3, 5 year benchmarks; 3 year 3% and 5 year 5.7%. 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% over the past 1 year.

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 >>