JHancock2 Lifestyle Balanced 5
601 Congress Street Boston MA 02210
Phone: 888-972-8696
| Category: |
Moderate Allocation |
| Fund Family: |
John Hancock |
| Net Assets: |
18.74M |
| Year-to-Date Return: |
6.35% |
| Yield: |
4.03% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
30-Jun-06 |
|
Steve Orlich
Lead Manager since
17-Oct-05 |
|
| Orlich is vice president and senior portfolio manager of Asset Allocation at MFC Global Investment Management. He joined MFC in 1998. Orlich is an associate of the Society of Acuaries. |
| Min Initial Investment: |
$0 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$0 |
|
|
|
| The investment seeks a high level of current income and growth of capital, with a greater emphasis on growth of capital. The fund normally invests up to 60% of assets underlying funds which invest primarily in equity securities and approximately 40% in underlying funds which invests primarily in fixed-income securities. It is nondiversified. |
| Last Dividend
(19-Dec-07):
|
0.38 |
| Last Cap Gain
(19-Dec-07):
|
0.15 |
| Annual Holdings Turnover
|
3.00% |
| Average for Category:
|
68.16% |
|
| Expense |
JHLAX |
Category
Avg |
| Total Expense Ratio: |
0.06%
|
1.11% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.21% |
| Max Deferred Sales Load: |
0.00%
|
2.74% |
| 3 Yr Expense Projection*: |
$293 |
$638 |
| 5 Yr Expense Projection*: |
$509 |
$954 |
| 10 Yr Expense Projection*: |
$1,131 |
$1,869 |
|
|
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