About JLMOX
John Hancock Funds Lifestyle Blend Moderate Portfolio Class 1 is a multi-asset mutual fund designed to balance current income and long-term capital appreciation through a diversified, fund‑of‑funds approach. The portfolio typically allocates roughly 60% to fixed income and 40% to equities, seeking a moderately conservative risk profile suited to investors targeting steadier volatility than all‑equity strategies. Its underlying mix spans U.S. investment‑grade bonds, short‑term corporate credit, senior loans, and high yield on the fixed‑income side, alongside U.S. large‑ and mid‑cap, international developed, emerging markets, and defensive equity exposures. Concentration in the top underlying holdings is notable, with more than four fifths of assets in the ten largest positions, including broad bond benchmarks and select John Hancock equity and bond strategies. The fund’s process emphasizes strategic asset allocation, manager selection across affiliated and unaffiliated vehicles, and quarterly income distributions, positioning it as a core, moderate blend option within allocation categories. Morningstar classifies it in the Moderately Conservative Allocation peer group and notes a cost profile below many competitors.
Fund Family John Hancock
Category Mix Tgt All Mod
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol JLMOX
Share Class Class 1
Index Index is not available on Lipper Database
JLMOX had a total return of 10.67% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.53%.
