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JHancock Lifestyle Aggressive R1 (JPLAX) Fund Ranking and Research

Ranking, Research and Recommendation of JHancock Lifestyle Aggressive R1 (JPLAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of JHancock Lifestyle Aggressive R1 Fund (JPLAX) ManagerFund Manager - Marcelle Daher

Fund Manager Information

Fund Manager Tenure: 6.9 years
Fund Family: John Hancock
Fund Category: Allocation--85%+ Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.43)     (What does this score mean?)

 

Graph of JHancock Lifestyle Aggressive R1 Fund (JPLAX) ProfileJHancock Lifestyle Aggressive R1 Fund (JPLAX) Profile

Fund Profile and Description

JHancock Lifestyle Aggressive R1 Fund seeks long-term growth of capital. JHancock Lifestyle Aggressive R1 Fund normally invests approximately 100% of assets in underlying funds which invest primarily in equity securities. It may have an equity/ fixed-income fund allocation of 90%/10%. MFC Global (U.S.A.) may determine in light of market or economic conditions that the normal percentage limitations to fixed-income funds should be exceeded to protect the fund or to achieve its objective. JHancock Lifestyle Aggressive R1 Fund may temporarily invest extensively in cash and cash equivalents for defensive purposes. It is non-diversified.

 

JHancock Lifestyle Aggressive R1 (JPLAX) Fund Strength What we like about JHancock Lifestyle Aggressive R1 (JPLAX) Fund

Data for JHancock Lifestyle Aggressive R1 Fund (JPLAX) as of May 30, 2016

  • JHancock Lifestyle Aggressive R1 Fund (JPLAX) management has been with JHancock Lifestyle Aggressive R1 Fund for 6.9 years
  • JHancock Lifestyle Aggressive R1 Fund (JPLAX) ratio of up-years vs down years is greater than 2
  • Asset base in JHancock Lifestyle Aggressive R1 Fund (JPLAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • JHancock Lifestyle Aggressive R1 Fund (JPLAX) has an annual stock turnover rate of 15.00% vs Allocation--85%+ Equity average of 50.41%. It is good that JHancock Lifestyle Aggressive R1 management does not trade extensively for its return.

JHancock Lifestyle Aggressive R1 Fund (JPLAX) Weakness What we are cautious about JHancock Lifestyle Aggressive R1 (JPLAX) Fund

Data for JHancock Lifestyle Aggressive R1 Fund (JPLAX) as of May 30, 2016

  • JHancock Lifestyle Aggressive R1 Fund (JPLAX) has a less-than-ideal short-term performance (1-year return -6.28% vs -4.55% Allocation--85%+ Equity category median performance)
  • JHancock Lifestyle Aggressive R1 Fund (JPLAX) has a less-than-ideal mid-term performance (3-year return 5.20% vs 6.15% Allocation--85%+ Equity category median performance)
  • JHancock Lifestyle Aggressive R1 Fund (JPLAX) has a less-than-ideal Long-term performance (5-year return 5.16% vs 6.53% Allocation--85%+ Equity category median performance)
  • JHancock Lifestyle Aggressive R1 Fund (JPLAX) has a Morningstar rating of 3 and below
  • JHancock Lifestyle Aggressive R1 Fund (JPLAX) is less safe compared to its Allocation--85%+ Equity peers
  • JHancock Lifestyle Aggressive R1 Fund (JPLAX) does not have a good risk adjusted return as its 3-year Alpha of -1.91 is worse than category average of -0.15, and its 3-year Sharpe ratio is 0.49
  • JHancock Lifestyle Aggressive R1 Fund (JPLAX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.5 that is higher than category average of 11.08
  • JHancock Lifestyle Aggressive R1 Fund (JPLAX) has a higher expense ratio of 0.86% than its Allocation--85%+ Equity average of 0.80%
  • Even though JHancock Lifestyle Aggressive R1 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See JHancock Lifestyle Aggressive R1 Fund (JPLAX) performance details as of May 30, 2016

 

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Compare JHancock Lifestyle Aggressive R1 Fund (JPLAX)Compare with other top Allocation--85%+ Equity category mutual funds

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Compare JHancock Lifestyle Aggressive R1 Fund (JPLAX)Compare with Allocation--85%+ Equity category ETFs

Some Allocation--85%+ Equity ETFs for your consideration

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Graph of JHancock Lifestyle Aggressive R1 Fund (JPLAX) Net Asset TrackingJHancock Lifestyle Aggressive R1 (JPLAX) Fund Net Asset

Track net asset change of JHancock Lifestyle Aggressive R1 fund (JPLAX)

DateNet Asset
05/2016$4.15B
03/2016$4.14B
02/2016$3.87B
More historic net asset information on JHancock Lifestyle Aggressive R1 Fund (JPLAX)

  

Graph of JHancock Lifestyle Aggressive R1 Fund (JPLAX) Portfolio TrackingJHancock Lifestyle Aggressive R1 (JPLAX) Fund Portfolio Allocation

Track portfolio allocation change of JHancock Lifestyle Aggressive R1 fund (JPLAX)

DateCashStockBondOther
04/20168.07%88.24%1.27%2.14%
02/20167.09%89.78%1.63%1.24%
01/20166.47%90.84%1.32%1.11%
Click here to see more historic asset allocation information on JHancock Lifestyle Aggressive R1 Fund (JPLAX)

 

graph of JHancock Lifestyle Aggressive R1 Fund (JPLAX) Top 10 Position TrackingTop 10 Holdings in JHancock Lifestyle Aggressive R1 (JPLAX) Fund

Discover what JHancock Lifestyle Aggressive R1 Fund (JPLAX) manager is buying

Apr 29, 2016
JHFunds2 Alpha Opportunities NAV [5.63%]
JHancock Emerging Markets NAV [5.41%]
JHancock Equity-Income NAV [4.98%]
JHFunds2 International Value NAV [4.89%]
JHancock Blue Chip Growth NAV [4.67%]
JHFunds2 Capital Appreciation Value NAV [4.44%]
JHancock Strategic Growth NAV [4.38%]
JHFunds2 Capital App NAV [4.38%]
JHancock Fundamental Large Cap Value NAV [4.32%]
JHFunds2 Mid Cap Stock NAV [4.1%]

Feb 28, 2016
JHFunds2 Alpha Opportunities NAV [5.72%]
JHancock Emerging Markets NAV [5.2%]
JHancock Equity-Income NAV [5.1%]
JHFunds2 International Value NAV [4.93%]
JHancock Blue Chip Growth NAV [4.77%]
JHFunds2 Capital Appreciation Value NAV [4.53%]
JHFunds2 Capital App NAV [4.41%]
JHancock Strategic Growth NAV [4.4%]
JHancock Fundamental Large Cap Value NAV [4.19%]
JHFunds2 Mid Cap Stock NAV [4.07%]

Jan 30, 2016
JHFunds2 Alpha Opportunities NAV [5.75%]
JHancock Equity-Income NAV [5.06%]
JHFunds2 International Value NAV [4.98%]
JHancock Emerging Markets NAV [4.95%]
JHancock Blue Chip Growth NAV [4.9%]
JHancock Strategic Growth NAV [4.59%]
JHFunds2 Capital App NAV [4.59%]
JHFunds2 Capital Appreciation Value NAV [4.24%]
JHFunds2 Mid Cap Stock NAV [4.12%]
JHancock Fundamental Large Cap Value NAV [4.07%]
Click here for Stock Holding Change Map in JHancock Lifestyle Aggressive R1 Fund (JPLAX)

  

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