Mutual Fund Insights: JHancock2 Lifecycle 2045 R1 Fund (JLJDX)

In-depth Analysis of JHancock2 Lifecycle 2045 R1 Fund (JLJDX)

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See JHancock2 Lifecycle 2045 R1 Fund (JLJDX) performance details as of February 28, 2010

  

Last Trade: $8.77 on 3/19/2010, Change: -0.07 (-0.79%)

  

Fund Manager - Bruce Speca

Fund Manager Tenure: 0.2 years   [Similar Funds: JLJAX  JLJFX  JLJGX  JLJHX  JLJOX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Portfolio manager of the fund since 2010 Senior Vice President, the Adviser Vice President and Portfolio Manager, MFC Global (U.S.A.) Joined the Adviser in 1997 and MFC Global (U.S.A.) in 2009  Get more insights on Bruce Speca

  

 What we like about JHancock2 Lifecycle 2045 R1 Fund (JLJDX)

Data for JHancock2 Lifecycle 2045 R1 Fund (JLJDX) as of February 28, 2010

• JHancock2 Lifecycle 2045 R1 Fund (JLJDX) is a new fund and has been performing well against its peers for both one-month and three_month performance
• JHancock2 Lifecycle 2045 R1 Fund (JLJDX) has good short-term performance (1-year return 59.11% vs 54.07 % Target Date 2041-2045 category average)
• JHancock2 Lifecycle 2045 R1 Fund (JLJDX) has an annual stock turnover rate of 22.00% vs Target Date 2041-2045 average of 25.48%. It is good that JHancock2 Lifecycle 2045 R1 management does not trade extensively for its return.

  

 What we are cautious about JHancock2 Lifecycle 2045 R1 Fund (JLJDX)

Data for JHancock2 Lifecycle 2045 R1 Fund (JLJDX) as of February 28, 2010

• JHancock2 Lifecycle 2045 R1 Fund (JLJDX) management has been with JHancock2 Lifecycle 2045 R1 Fund for only 0.2 years, it is hard to judge manager's ability based on this fund's operation record
• JHancock2 Lifecycle 2045 R1 Fund is a focused fund with 65.34% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• JHancock2 Lifecycle 2045 R1 Fund (JLJDX) has a less-than-ideal mid-term performance (3-year return -4.98% vs -5.50 % Target Date 2041-2045 category average)
• JHancock2 Lifecycle 2045 R1 Fund (JLJDX) ratio of up-years vs down years can be improved
• JHancock2 Lifecycle 2045 R1 Fund (JLJDX) has a Morningstar rating of 3 and below
• JHancock2 Lifecycle 2045 R1 Fund (JLJDX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.33 that is higher than category average of 20.84
• JHancock2 Lifecycle 2045 R1 Fund (JLJDX) has a higher management fee of 0.86% than its Target Date 2041-2045 average of 0.57%
• Even though JHancock2 Lifecycle 2045 R1 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses

See JHancock2 Lifecycle 2045 R1 Fund (JLJDX) performance details as of February 28, 2010

  

  

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JHancock2 Lifecycle 2045 R1 Fund (JLJDX) Net Asset

Track net asset change of JHancock2 Lifecycle 2045 R1 fund (JLJDX)

Date	Net Asset
02/2010	$269.09M
01/2010	$580.00K
11/2009	$540.00K

More historic net asset information on JHancock2 Lifecycle 2045 R1 Fund (JLJDX)

  

JHancock2 Lifecycle 2045 R1 Fund (JLJDX) Portfolio Allocation

Track portfolio allocation change of JHancock2 Lifecycle 2045 R1 fund (JLJDX)

Date	Cash	Stock	Bond	Other
11/2009	3.14%	91.65%	3.94%	1.26%
09/2009	3.08%	91.84%	4.42%	0.66%
08/2009	2.65%	91.78%	4.96%	0.61%

Click here to see more historic asset allocation information on JHancock2 Lifecycle 2045 R1 Fund (JLJDX)

  

Most Recent Top 10 Holdings in JHancock2 Lifecycle 2045 R1 Fund (JLJDX)

Discover what JHancock2 Lifecycle 2045 R1 Fund (JLJDX) manager is buying

30-Nov-09 JHFunds2 Index 500 NAV [23.35%] JHFunds2 Intl Equity Index NAV [10.09%] JHFunds2 Emerging Markets Value NAV [6.34%] JHFunds2 Blue Chip Growth NAV [4.72%] JHFunds2 Capital App NAV [4.46%] JHFunds2 Mid Cap Index NAV [4.03%] JHFunds2 Fundamental Value NAV [3.47%] JHFunds2 Mid Cap Stock NAV [3.02%] JHFunds2 Alpha Opportunities NAV [2.98%] JHFunds2 Val & Restructuring NAV [2.96%]

30-Sep-09 JHFunds2 Index 500 NAV [23.42%] JHFunds2 Intl Equity Index NAV [10.21%] JHFunds2 Emerging Markets Value NAV [6.31%] JHFunds2 Blue Chip Growth NAV [4.74%] JHFunds2 Capital App NAV [4.49%] JHFunds2 Mid Cap Index NAV [3.98%] JHFunds2 Large Cap Value NAV [3.48%] JHFunds2 Val & Restructuring NAV [3.48%] JHFunds2 Fundamental Value NAV [3.48%] JHFunds2 Mid Cap Stock NAV [3%]

31-Aug-09 JHFunds2 Index 500 NAV [23.21%] JHFunds2 Intl Equity Index NAV [10.12%] JHFunds2 Emerging Markets Value NAV [6.21%] JHFunds2 Blue Chip Growth NAV [4.68%] JHFunds2 Capital App NAV [4.43%] JHFunds2 Mid Cap Index NAV [3.94%] JHFunds2 Fundamental Value NAV [3.45%] JHFunds2 Val & Restructuring NAV [3.45%] JHFunds2 Large Cap Value NAV [3.45%] JHFunds2 Mid Cap Stock NAV [2.96%]

Click here for Stock Holding Change Map in JHancock2 Lifecycle 2045 R1 Fund (JLJDX)

  

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See more information on JHancock2 Lifecycle 2045 R1 Fund (JLJDX)

• JHancock2 Lifecycle 2045 R1 Fund Insights
• JHancock2 Lifecycle 2045 R1 Fund Performance Data
• JHancock2 Lifecycle 2045 R1 Fund News
• JHancock2 Lifecycle 2045 R1 Fund Score Explaination
• JHancock2 Lifecycle 2045 R1 Fund Manager Information
• Historic JHancock2 Lifecycle 2045 R1 Fund Asset Allocation Report
• Historic JHancock2 Lifecycle 2045 R1 Fund Top 10 Holding Tracking
• Historic JHancock2 Lifecycle 2045 R1 Fund Asset Under Management Tracking