JHancock2 Lifestyle Moderate R1 John Hancock Funds II 601 Congress Street Boston MA 02210
Phone: 888-972-8696
| Category: |
Conservative Allocation |
| Fund Family: |
John Hancock |
| Net Assets: |
5.72M |
| Year-to-Date Return: |
-0.85% |
| Yield: |
3.51% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
15-Sep-06 |
|
Steve Orlich
Lead Manager since
14-Oct-05 |
|
| 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 balance between a high level of current income and growth of capital, with a greater emphasis on income. The fund normally invests up to 40% of assets in underlying funds which invest primarily in equity securities and approximately 60% in underlying funds which invest primarily in fixed-income securities. The fund may invest in various underlying funds that as a group hold a wide range of equity type securities in their funds. It is nondiversified. |
| Last Dividend
(23-Dec-09):
|
0.21 |
| Last Cap Gain
(30-Sep-08):
|
0.14 |
| Annual Holdings Turnover
|
32.00% |
| Average for Category:
|
74.77% |
|
| Expense |
JPLMX |
Category Avg |
| Total Expense Ratio: |
1.89%
|
0.86% |
| Max 12b1 Fee: |
0.50%
|
N/A |
| Max Front End Sales Load: |
%
|
4.91% |
| Max Deferred Sales Load: |
%
|
2.61% |
| 3 Yr Expense Projection*: |
$772 |
$641 |
| 5 Yr Expense Projection*: |
$1,378 |
$984 |
| 10 Yr Expense Projection*: |
$3,017 |
$1,941 |
|
|