Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Dean L. Boebinger


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | JELGX Insights | JELGX Score | JELGX Performance | JELGX Manager | JELGX News | JELGX Allocation | JELGX Holdings Change

Mutual Fund Insights: JHT Lifestyle Growth Series I Fund (JELGX)

In-depth Analysis of JHT Lifestyle Growth Series I Fund (JELGX)

Mutual fund chart: JHT Lifestyle Growth Series I Fund (JELGX)

3 months
6 months
1 year
3 year
5 year

See JHT Lifestyle Growth Series I Fund (JELGX) performance details as of January 31, 2010

  

    Last Trade: $10.76 on 3/17/2010, Change: +0.05 (0.47%)
Experiment our closing price forecasting tool for JHT Lifestyle Growth Series I Fund (JELGX) (alpha release)

  

Fund Manager - Steve Orlich

Fund Manager Tenure: 7.7 years   [Similar Funds: JELAX ]
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)
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.  Get more insights on Steve Orlich

  

What we like about JHT Lifestyle Growth Series I Fund (JELGX) What we like about JHT Lifestyle Growth Series I Fund (JELGX)

Data for JHT Lifestyle Growth Series I Fund (JELGX) as of January 31, 2010

  • JHT Lifestyle Growth Series I Fund (JELGX) management has been with JHT Lifestyle Growth Series I Fund for 7.7 years
  • JHT Lifestyle Growth Series I Fund (JELGX) has good short-term performance (1-year return 36.66% vs 34.15% Large Blend category average)
  • JHT Lifestyle Growth Series I Fund (JELGX) has good mid-term performance (3-year return -4.40% vs -7.17% Large Blend category average)
  • JHT Lifestyle Growth Series I Fund (JELGX) has good Long-term performance (5-year return 2.16% vs 0.19% Large Blend category average)
  • JHT Lifestyle Growth Series I Fund (JELGX) ratio of up-years vs down years is greater than 2
  • JHT Lifestyle Growth Series I Fund (JELGX) has a Morningstar rating of 4 and above
  • JHT Lifestyle Growth Series I Fund (JELGX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.82, lower than category average of 20.52
  • JHT Lifestyle Growth Series I Fund (JELGX) has a lower management fee than its Large Blend average: 0.88% vs 1.10%

  

What we are cautious about JHT Lifestyle Growth Series I Fund (JELGX) What we are cautious about JHT Lifestyle Growth Series I Fund (JELGX)

Data for JHT Lifestyle Growth Series I Fund (JELGX) as of January 31, 2010

  • JHT Lifestyle Growth Series I Fund is a focused fund with 56.23% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Even though JHT Lifestyle Growth Series I Fund carries no load, it does have a 0.05% of 12b1 promotion, distributions, marketing expenses
See JHT Lifestyle Growth Series I Fund (JELGX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Large Blend category?

Below are some additional Large Blend mutual funds generated out of our database

  

JHT Lifestyle Growth Series I Fund (JELGX) Net Asset

Track net asset change of JHT Lifestyle Growth Series I fund (JELGX)

DateNet Asset
01/2010$641.90M
11/2009$646.56M
10/2009$625.32M
More historic net asset information on JHT Lifestyle Growth Series I Fund (JELGX)

  

JHT Lifestyle Growth Series I Fund (JELGX) Portfolio Allocation

Track portfolio allocation change of JHT Lifestyle Growth Series I fund (JELGX)

DateCashStockBondOther
11/20096.09%68.19%24.36%1.37%
09/20095.77%68.4%24.25%1.57%
08/20094.57%68.86%24.76%1.8%
Click here to see more historic asset allocation information on JHT Lifestyle Growth Series I Fund (JELGX)

  

Most Recent Top 10 Holdings in JHT Lifestyle Growth Series I Fund (JELGX)

Discover what JHT Lifestyle Growth Series I Fund (JELGX) manager is buying

30-Nov-09
JHT 500 Index Trust NAV [17.4%]
JHT International Index NAV [7.22%]
JHT Total Return Trust Ser NAV [5.29%]
JHT High Yield Trust Ser NAV [4.5%]
JHT Emerging Markets Value NAV [4.25%]
JHT Fundamental Value Trust Ser NAV [4.03%]
JHT Equity-Income Trust Ser NAV [3.81%]
JHT US Multi Sector Trust Series NAV [3.72%]
JHT Spectrum Income Trust Ser NAV [3.24%]
JHT Floating Rate Income NAV [2.77%]

30-Sep-09
JHT 500 Index Trust NAV [17.05%]
JHT International Index NAV [7.38%]
JHT Total Return Trust Ser NAV [5.16%]
JHT High Yield Trust Ser NAV [5.02%]
JHT Emerging Markets Value NAV [4.25%]
JHT Fundamental Value Trust Ser NAV [3.96%]
JHT Equity-Income Trust Ser NAV [3.75%]
JHT US Multi Sector Trust Series NAV [3.52%]
JHT Floating Rate Income NAV [3.15%]
JHT Spectrum Income Trust Ser NAV [2.79%]

31-Aug-09
JHT 500 Index Trust NAV [17.09%]
JHT International Index NAV [7.73%]
JHT Total Return Trust Ser NAV [5.15%]
JHT High Yield Trust Ser NAV [4.94%]
JHT Emerging Markets Value NAV [4.37%]
JHT Fundamental Value Trust Ser NAV [3.95%]
JHT Equity-Income Trust Ser NAV [3.81%]
JHT US Multi Sector Trust Series NAV [3.58%]
JHT Real Return Bond Trust Ser NAV [3.3%]
JHT Floating Rate Income NAV [3.19%]
Click here for Stock Holding Change Map in JHT Lifestyle Growth Series I Fund (JELGX)

  

Related books and products to JHT Lifestyle Growth Series I Fund (JELGX)

  

Latest News on JHT Lifestyle Growth Series I (JELGX)

See what is happening with JHT Lifestyle Growth Series I Fund (JELGX)

 

Books and Resources

 

 

See more information on JHT Lifestyle Growth Series I Fund (JELGX)