Lifestyle is trading at 11.63 as of the 21st of March 2025; that is 0.26% down since the beginning of the trading day. The fund's open price was 11.66. Lifestyle has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund operates as a fund of funds and normally invests approximately 40 percent of its assets in underlying funds that invest primarily in fixed-income securities and approximately 60 percent of its assets in underlying funds that invest primarily in equity securities. More on Lifestyle Ii Balanced
Lifestyle Ii Balanced [JIBOX] is traded in USA and was established 21st of March 2025. Lifestyle is listed under John Hancock category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of John Hancock family. This fund currently has accumulated 873.19 M in assets under management (AUM) with no minimum investment requirementsLifestyle Ii Balanced is currently producing year-to-date (YTD) return of 0.61% with the current yeild of 0.02%, while the total return for the last 3 years was 5.26%.
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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 Balanced 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 Balanced Mutual Fund Constituents
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.