JHT Lifestyle Balanced Ser I
John Hancock Trst 601 Congress Street Boston MA 02210
Phone: 800-344-1029
| Category: |
Moderate Allocation |
| Fund Family: |
John Hancock |
| Net Assets: |
762.70M |
| Year-to-Date Return: |
-1.39% |
| Yield: |
4.07% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
07-Jan-97 |
|
Steve Orlich
Lead Manager since
01-Jul-02 |
|
| Orlich is vice president and senior portfolio manager of Asset Allocation at MFC Global Investment Management, his employer since 1998. Orlich is an associate of the Society of Actuaries. |
| Min Initial Investment: |
$0 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
NaN |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
N/A |
|
|
|
| The investment seeks a balance between high level of current income and growth of capital, with a greater emphasis on growth of capital. The fund invests approximately 60% of total assets in underlying portfolios, which invest primarily in equity securities. It may also invest approximately 40% of total assets in underlying portfolios, which invest primarily in fixed-income securities. It may have an equity/fixed-income Underlying Funds allocation of 70%/30% or 50%/50%. The fund is nondiversified. |
| Last Dividend
(29-Dec-09):
|
0.43 |
| Last Cap Gain
(29-Apr-09):
|
0.01 |
| Annual Holdings Turnover
|
N/A |
| Average for Category:
|
87.10% |
|
| Expense |
JELBX |
Category
Avg |
| Total Expense Ratio: |
0.88%
|
1.02% |
| Max 12b1 Fee: |
0.05%
|
N/A |
| Max Front End Sales Load: |
%
|
5.30% |
| Max Deferred Sales Load: |
%
|
2.71% |
| 3 Yr Expense Projection*: |
$281 |
$643 |
| 5 Yr Expense Projection*: |
$488 |
$981 |
| 10 Yr Expense Projection*: |
$1,084 |
$1,907 |
|
|
Help
0.08 (0.76%) 
Profile
