Lifestyle Ii Moderate Fund Quote
| JLMRX Fund | USD 11.24 0.00 0.00% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Lifestyle is trading at 11.24 as of the 3rd of December 2024; that is No Change since the beginning of the trading day. The fund's open price was 11.24. Lifestyle has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Lifestyle Ii Moderate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of November 2024 and ending today, the 3rd of December 2024. Click here to learn more.
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. More on Lifestyle Ii Moderate
Moving together with Lifestyle Mutual Fund
Lifestyle Mutual Fund Highlights
| Fund Concentration | John Hancock Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, John Hancock (View all Sectors) |
| Update Date | 31st of December 2024 |
Lifestyle Ii Moderate [JLMRX] is traded in USA and was established 3rd of December 2024. Lifestyle is listed under John Hancock category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of John Hancock family. This fund currently has accumulated 240.66 M in assets under management (AUM) with no minimum investment requirementsLifestyle Ii Moderate is currently producing year-to-date (YTD) return of 10.2% with the current yeild of 0.03%, while the total return for the last 3 years was 2.38%.
Check Lifestyle Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Lifestyle Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Lifestyle Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Lifestyle Ii Moderate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Lifestyle Ii Moderate Mutual Fund Constituents
| JNK | SPDR Bloomberg High | Etf | High Yield Bond | |
| VTIP | Vanguard Short Term Inflation Protected | Etf | Short-Term Inflation-Protected Bond | |
| HYLB | Xtrackers USD High | Etf | High Yield Bond | |
| VWOB | Vanguard Emerging Markets | Etf | Emerging Markets Bond | |
| VO | Vanguard Mid Cap Index | Etf | Mid-Cap Blend | |
| VIG | Vanguard Dividend Appreciation | Etf | Large Blend | |
| VCSH | Vanguard Short Term Corporate | Etf | Short-Term Bond | |
| VCIT | Vanguard Intermediate Term Corporate | Etf | Corporate Bond |
Lifestyle Ii Moderate Risk Profiles
| Mean Deviation | 0.2547 | |||
| Semi Deviation | 0.247 | |||
| Standard Deviation | 0.319 | |||
| Variance | 0.1018 |
Lifestyle Against Markets
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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