Wednesday, February 10, 2010, 4:48am EST - Canadian Markets open in 4 hours and 42 minutes.
To create a watchlist or portfolio of shares, Sign-in or Register

JHancock2 Lifestyle Moderate R1 (JPLMX)

On Feb 9: 11.62 USD  Up 0.06 (0.52%)  
MORE ON JPLMX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst

Profile  As of 31-Jan-10 Get Profile for:
JHancock2 Lifestyle Moderate R1
John Hancock Funds II 601 Congress Street Boston MA 02210
Phone: 888-972-8696
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW
Category: Conservative Allocation
Fund Family: John Hancock
Net Assets: 5.72M
Year-to-Date Return: -0.85%
Yield: 3.51%
Morningstar Rating: 3 stars
Fund Inception Date: 15-Sep-06
MORNINGSTAR STYLE BOX
Conservative Allocation
[View Category Definition]
View Top Conservative Allocation Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION
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.
INVESTMENT INFORMATION
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
JPLMX can be purchased from 9 brokerages.
FUND SUMMARY
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.
FUND OPERATIONS
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%
FEES & EXPENSES
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
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Email to a Friend Email to a Friend
Get Profile for Another Symbol:
Symbol Lookup
Latest News Canadian Indices