JHancock Lifestyle Balanced A
(JALBX)
US Markets Closed
AdChoices
15.61
+0.19
+1.23%
:

Previous Close

15.42

Net Assets

1.68B

Yield

2.57%

Front load

5.00

Expenses

0.51%

Category

Moderate Allocation

Morningstar Risk

Average

Morningstar Rating ★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • JALBX

  • Category

    • 2013

    • 15.76%

    • -

    • 2012

    • 13.59%

    • -

    • 2011

    • -2.62%

    • -

    • 2010

    • 13.13%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 4.88%

      • 8.88%

      • 3.92%

      • Q2

      • -0.33%

      • -2.35%

      • 0.33%

      • Q3

      • 5.39%

      • 4.94%

      • -12.06%

      • Q4

      • 5.09%

      • 1.80%

      • 6.20%

      Composition
      Sector Weightings
      Equity Investment Style
      Bond Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • JHancock Floating Rate Income NAV

        • 5.97

        • 100,301,711

        • 380,343

        • JHancock Strategic Income Opps NAV

        • 3.90

        • 55,879,840

        • 169,242

        • JHFunds2 Capital Appreciation Value NAV

        • 3.85

        • 47,740,310

        • 236,220

        • JHancock Short Duration Credit Opps NAV

        • 3.48

        • 53,420,812

        • 152,786

        • JHFunds2 Blue Chip Growth NAV

        • 3.41

        • 14,906,339

        • -53,200

        • JHancock Emerging Markets NAV

        • 3.41

        • 47,282,136

        • 0

        • JHFunds2 Active Bond NAV

        • 3.39

        • 51,009,429

        • -671,141

        • JHFunds2 Total Return NAV

        • 3.31

        • 37,260,156

        • -502,152

        • JHFunds2 Alpha Opportunities NAV

        • 3.24

        • 37,593,071

        • 258,303

        • JHFunds2 Equity-Income NAV

        • 3.16

        • 23,179,832

        • 3,044,923

        • Name

        • Rating

        • YTD Return %

          • Columbia Balanced Z

          • ★★★★★
          • 5.69

          • Fidelity® Puritan® K

          • ★★★★★
          • 6.32

          • Fidelity® Balanced K

          • ★★★★★
          • 6.21

          • American Funds American Balanced F2

          • ★★★★★
          • 4.65

          • American Beacon Balanced AMR

          • ★★★★★
          • 5.71

          • VY T. Rowe Price Capital Appreciation A

          • ★★★★★
          • 6.68

          • Villere Balanced Inv

          • ★★★★★
          • -1.10

          • Hennessy Equity and Income Investor

          • ★★★★★
          • 5.17

          • MainStay Income Builder I

          • ★★★★★
          • 5.41

          • T. Rowe Price Capital Appreciation Adv

          • ★★★★★
          • 6.71

          • Name

          • JALBX

          • Category

            • Expense Ratio

            • 0.51%

            • 0.97%

            • Net Assets

            • 1.68B

            • 706.68M

            • Dividend Yield

            • 1.91%

            • 2.36

            • Price/Book

            • 2.00

            • 2.10

            • Price/Sales

            • 1.35

            • 1.54

            • Price/Cash Flow

            • 7.04

            • 6.05

            Profile

            Name of Issuer

            John Hancock

            Fund Style

            Open

            Fund Manager

            Robert"Bob" Boyda

            Investment Style

            Large Blend

            The investment seeks a balance between a high level of current income and growth of capital, with a greater emphasis on growth of capital. The fund normally invests approximately 40% of its assets in underlying funds that invest primarily in fixed-income securities and approximately 60% of its assets in underlying funds that invest primarily in equity securities. It may have an equity/fixed-income underlying funds allocation ranging between 70%/30% and 50%/50%. The fund may invest in various underlying funds that, as a group, hold a wide range of equity-type securities. It may invest in affiliated and nonaffiliated investment companies.

            Purchase Information

            Initial Purchase 1,000
            Initial Purchase: IRA 1,000
            Initial Purchase: AIP 25
            Front load 5.00
            Back Load 5.00

            Inception

            10/17/2005