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Mutual Fund Insights: JHancock2 Lifestyle Conservative R5 Fund (JTLRX)

In-depth Analysis of JHancock2 Lifestyle Conservative R5 Fund (JTLRX)

Mutual fund chart: JHancock2 Lifestyle Conservative R5 Fund (JTLRX)

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See JHancock2 Lifestyle Conservative R5 Fund (JTLRX) performance details as of February 28, 2010

  

    Last Trade: $12.50 on 3/19/2010, Change: -0.03 (-0.24%)
Experiment our closing price forecasting tool for JHancock2 Lifestyle Conservative R5 Fund (JTLRX) (alpha release)

  

Fund ManagerFund Manager - Steve Orlich

Fund Manager Tenure: 0.2 years   [Similar Funds: JTLMX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (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 R5 Fund (JTLRX) What we like about JHancock2 Lifestyle Conservative R5 Fund (JTLRX)

Data for JHancock2 Lifestyle Conservative R5 Fund (JTLRX) as of February 28, 2010

  • JHancock2 Lifestyle Conservative R5 Fund (JTLRX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • JHancock2 Lifestyle Conservative R5 Fund (JTLRX) has good short-term performance (1-year return 30.86% vs 30.03 % Conservative Allocation category average)
  • JHancock2 Lifestyle Conservative R5 Fund (JTLRX) has good mid-term performance (3-year return 3.05% vs 0.52 % Conservative Allocation category average)
  • JHancock2 Lifestyle Conservative R5 Fund (JTLRX) has a Morningstar rating of 4 and above
  • JHancock2 Lifestyle Conservative R5 Fund (JTLRX) has an annual stock turnover rate of 33.00% vs Conservative Allocation average of 126.79%. It is good that JHancock2 Lifestyle Conservative R5 management does not trade extensively for its return.
  • JHancock2 Lifestyle Conservative R5 Fund (JTLRX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.36, lower than category average of 10.73
  • JHancock2 Lifestyle Conservative R5 Fund (JTLRX) has a lower management fee than its Conservative Allocation average: 0.25% vs 0.85%
  • JHancock2 Lifestyle Conservative R5 Fund (JTLRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about JHancock2 Lifestyle Conservative R5 Fund (JTLRX) What we are cautious about JHancock2 Lifestyle Conservative R5 Fund (JTLRX)

Data for JHancock2 Lifestyle Conservative R5 Fund (JTLRX) as of February 28, 2010

  • JHancock2 Lifestyle Conservative R5 Fund (JTLRX) management has been with JHancock2 Lifestyle Conservative R5 Fund for only 0.2 years, it is hard to judge manager's ability based on this fund's operation record
  • JHancock2 Lifestyle Conservative R5 Fund is a focused fund with 61.44% 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 R5 Fund (JTLRX) ratio of up-years vs down years can be improved
See JHancock2 Lifestyle Conservative R5 Fund (JTLRX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Conservative Allocation category?

Below are some additional Conservative Allocation mutual funds generated out of our database

  

JHancock2 Lifestyle Conservative R5 Fund (JTLRX) Net Asset

Track net asset change of JHancock2 Lifestyle Conservative R5 fund (JTLRX)

DateNet Asset
02/2010$2.34B
01/2010$8.29M
11/2009$8.37M
More historic net asset information on JHancock2 Lifestyle Conservative R5 Fund (JTLRX)

  

JHancock2 Lifestyle Conservative R5 Fund (JTLRX) Portfolio Allocation

Track portfolio allocation change of JHancock2 Lifestyle Conservative R5 fund (JTLRX)

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 R5 Fund (JTLRX)

  

Most Recent Top 10 Holdings in JHancock2 Lifestyle Conservative R5 Fund (JTLRX)

Discover what JHancock2 Lifestyle Conservative R5 Fund (JTLRX) 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 R5 Fund (JTLRX)

  

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