Lifestyle Financials
| JLMOX Fund | USD 11.17 0.02 0.18% |
Lifestyle |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Lifestyle Fund Summary
Lifestyle competes with Hennessy Large, T Rowe, Davis Financial, Pimco Capital, and Fidelity Advisor. The fund operates as a fund of funds and normally invests approximately 60 percent of its assets in underlying funds that invest primarily in fixed-income securities and approximately 40 percent in underlying funds that invest primarily in equity securities. underlying funds may be affiliated or unaffiliated and may include exchange-traded funds .Specialization | Allocation--30% to 50% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US47804U3427 |
| Business Address | John Hancock Funds |
| Mutual Fund Family | John Hancock |
| Mutual Fund Category | Allocation--30% to 50% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 344 1029 |
| Currency | USD - US Dollar |
Lifestyle Key Financial Ratios
Lifestyle Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lifestyle's current stock value. Our valuation model uses many indicators to compare Lifestyle value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lifestyle competition to find correlations between indicators driving Lifestyle's intrinsic value. More Info.Lifestyle Ii Moderate is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Lifestyle Ii Moderate is roughly 7.95 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Lifestyle's earnings, one of the primary drivers of an investment's value.Lifestyle Ii Moderate Systematic Risk
Lifestyle's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Lifestyle volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Lifestyle Ii Moderate correlated with the market. If Beta is less than 0 Lifestyle generally moves in the opposite direction as compared to the market. If Lifestyle Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Lifestyle Ii Moderate is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Lifestyle is generally in the same direction as the market. If Beta > 1 Lifestyle moves generally in the same direction as, but more than the movement of the benchmark.
Lifestyle Thematic Clasifications
Lifestyle Ii Moderate is part of Moderate Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with moderate expected return and risk. Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time
This theme covers Funds with moderate expected return and risk. Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time. Get More Thematic Ideas
Lifestyle Ii Moderate is currently considered the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--30% to 50% Equity category is currently estimated at about 12.21 Billion. Lifestyle claims roughly 240.66 Million in net asset contributing just under 2% to funds in Allocation--30% to 50% Equity category.| Moderate Funds | View |
Lifestyle November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Lifestyle help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Lifestyle Ii Moderate. We use our internally-developed statistical techniques to arrive at the intrinsic value of Lifestyle Ii Moderate based on widely used predictive technical indicators. In general, we focus on analyzing Lifestyle Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Lifestyle's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3399 | |||
| Information Ratio | (0.32) | |||
| Maximum Drawdown | 1.35 | |||
| Value At Risk | (0.63) | |||
| Potential Upside | 0.6301 |
Other Information on Investing in Lifestyle Mutual Fund
Lifestyle financial ratios help investors to determine whether Lifestyle Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lifestyle with respect to the benefits of owning Lifestyle security.
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