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

Mutual Fund Insights: JHancock2 Lifestyle Conservative 1 Fund (JILCX)

In-depth Analysis of JHancock2 Lifestyle Conservative 1 Fund (JILCX)

Mutual fund chart: JHancock2 Lifestyle Conservative 1 Fund (JILCX)

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See JHancock2 Lifestyle Conservative 1 Fund (JILCX) performance details as of January 31, 2010

  

    Last Trade: $12.51 on 3/18/2010, Change: -0.01 (-0.08%)
Experiment our closing price forecasting tool for JHancock2 Lifestyle Conservative 1 Fund (JILCX) (alpha release)

  

Fund Manager - Steve Orlich

Fund Manager Tenure: 4.4 years   [Similar Funds: JILMX ]
Fundmojo Fund Grade: A (Score: 0.77)     (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 JHancock2 Lifestyle Conservative 1 Fund (JILCX) What we like about JHancock2 Lifestyle Conservative 1 Fund (JILCX)

Data for JHancock2 Lifestyle Conservative 1 Fund (JILCX) as of January 31, 2010

  • JHancock2 Lifestyle Conservative 1 Fund (JILCX) management has been with JHancock2 Lifestyle Conservative 1 Fund for 4.4 years
  • JHancock2 Lifestyle Conservative 1 Fund (JILCX) has good short-term performance (1-year return 25.30% vs 22.81% Conservative Allocation category average)
  • JHancock2 Lifestyle Conservative 1 Fund (JILCX) has good mid-term performance (3-year return 3.22% vs 0.26% Conservative Allocation category average)
  • JHancock2 Lifestyle Conservative 1 Fund (JILCX) has a Morningstar rating of 4 and above
  • JHancock2 Lifestyle Conservative 1 Fund (JILCX) has an annual stock turnover rate of 33.00% vs Conservative Allocation average of 74.77%. It is good that JHancock2 Lifestyle Conservative 1 management does not trade extensively for its return.
  • JHancock2 Lifestyle Conservative 1 Fund (JILCX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.32, lower than category average of 10.66

  

What we are cautious about JHancock2 Lifestyle Conservative 1 Fund (JILCX) What we are cautious about JHancock2 Lifestyle Conservative 1 Fund (JILCX)

Data for JHancock2 Lifestyle Conservative 1 Fund (JILCX) as of January 31, 2010

  • JHancock2 Lifestyle Conservative 1 Fund is a focused fund with 61.56% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • JHancock2 Lifestyle Conservative 1 Fund (JILCX) ratio of up-years vs down years can be improved
  • JHancock2 Lifestyle Conservative 1 Fund (JILCX) has a higher management fee of 0.89% than its Conservative Allocation average of 0.86%
  • Even though JHancock2 Lifestyle Conservative 1 Fund carries no load, it does have a 0.05% of 12b1 promotion, distributions, marketing expenses
See JHancock2 Lifestyle Conservative 1 Fund (JILCX) performance details as of January 31, 2010

  

  

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JHancock2 Lifestyle Conservative 1 Fund (JILCX) Net Asset

Track net asset change of JHancock2 Lifestyle Conservative 1 fund (JILCX)

DateNet Asset
01/2010$1.96B
11/2009$1.92B
10/2009$1.87B
More historic net asset information on JHancock2 Lifestyle Conservative 1 Fund (JILCX)

  

JHancock2 Lifestyle Conservative 1 Fund (JILCX) Portfolio Allocation

Track portfolio allocation change of JHancock2 Lifestyle Conservative 1 fund (JILCX)

DateCashStockBondOther
11/200912.63%19.42%65.38%2.56%
09/200910.66%19.6%67.05%2.7%
08/200911.01%19.97%66.6%2.43%
Click here to see more historic asset allocation information on JHancock2 Lifestyle Conservative 1 Fund (JILCX)

  

Most Recent Top 10 Holdings in JHancock2 Lifestyle Conservative 1 Fund (JILCX)

Discover what JHancock2 Lifestyle Conservative 1 Fund (JILCX) manager is buying

30-Nov-09
JHFunds2 Total Bond Market NAV [9.51%]
JHFunds2 Total Return NAV [9.5%]
JHFunds2 Spectrum Income NAV [6.84%]
JHFunds2 Global Bond NAV [6.45%]
JHFunds2 Active Bond NAV [6%]
JHancock2 Floating Rate Income NAV [5.45%]
JHFunds2 Core Bond NAV [5.31%]
JHFunds2 US Govt Secs NAV [4.61%]
JHFunds2 Real Return Bond NAV [4.01%]
JHFunds2 Strategic Income Opps NAV [3.88%]

30-Sep-09
JHFunds2 Total Bond Market NAV [9.41%]
JHFunds2 Total Return NAV [9.4%]
JHFunds2 Spectrum Income NAV [8.8%]
JHFunds2 Global Bond NAV [6.36%]
JHFunds2 Active Bond NAV [5.94%]
JHancock2 Floating Rate Income NAV [5.44%]
JHFunds2 Core Bond NAV [5.34%]
JHFunds2 US Govt Secs NAV [4.55%]
JHFunds2 Real Return Bond NAV [3.97%]
JHFunds2 Strategic Income NAV [3.86%]

31-Aug-09
JHFunds2 Total Bond Market NAV [9.39%]
JHFunds2 Total Return NAV [9.39%]
JHFunds2 Spectrum Income NAV [8.84%]
JHFunds2 Global Bond NAV [6.35%]
JHFunds2 Active Bond NAV [5.93%]
JHancock2 Floating Rate Income NAV [5.39%]
JHFunds2 Core Bond NAV [5.33%]
JHFunds2 US Govt Secs NAV [4.69%]
JHFunds2 Real Return Bond NAV [3.94%]
JHFunds2 Strategic Bond NAV [3.85%]
Click here for Stock Holding Change Map in JHancock2 Lifestyle Conservative 1 Fund (JILCX)

  

Related books and products to JHancock2 Lifestyle Conservative 1 Fund (JILCX)

  

Latest News on JHancock2 Lifestyle Conservative 1 (JILCX)

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