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John Hancock Lifestyle Aggressive Portfolio – JQLAX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
13.610.00 (0.00%)13.24 - 17.370.0

Market data as of 12:00AM 02/04/16. Quotes are delayed by at least 15 min.

Overview - JQLAX

The investment seeks long-term growth of capital. The fund normally invests approximately 100% of its assets in underlying funds that invest primarily in equity securities. It may have an equity/fixed-income underlying fund allocation of 90%/10%. The fund may invest in various underlying funds that, as a group, hold a wide range of equity-type securities. These include small-, mid-, and large-capitalization stocks; domestic and foreign securities (including emerging-market securities); and sector holdings.

Growth of $10,000 (10 Years)

Total Return5.71%
Yield (Trailing 12 Mo.)1.59%
Expense Ratio1.52%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure6 Years
Fund Inception03/01/2012

Trailing Total Returns - JQLAX

as of 01/31/2016
TimeframeJQLAXS&P 500Aggressive Allocation
1 Month-6.76%-4.96%-4.68%
3 Month-8.85%-6.18%-6.81%
1 Year-6.91%-0.67%-6.22%
3 Year4.74%11.30%4.69%
5 Year5.04%10.91%5.34%
10 Year3.43%6.48%3.78%
Since Inception5.71%10.33%--

Sector Allocation - JQLAX

as of 01/31/2016
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Asset Allocation - JQLAX

as of 01/31/2016
By PercentShort0%LongNet
Foreign Stock0.04
Foreign Bond0.00
Total Net Assets$3.92B
Total Stock Holdings0
Total Bond Holdings0

Top Ten Holdings - JQLAX

as of 01/31/2016
CompanyYTD Return% of Assets
JHFunds2 Alpha Opportunities NAV--5.75%
JHancock Equity-Income NAV--5.06%
JHancock Blue Chip Growth NAV--4.90%
JHancock Strategic Growth NAV--4.59%
JHFunds2 Capital Appreciation Value NAV--4.24%
JHFunds2 Mid Cap Stock NAV--4.12%
JHancock Fundamental Large Cap Value NAV--4.07%

Valuation & Growth - JQLAX

as of 01/31/2016
ValuationJQLAXCategory Range
Price/Cash Flow9.78
Dividend Yield2.14
LT Earnings10.91
Historical Earnings10.34
Sales Growth-8.19
Cash-Flow Growth-3.61
Book-Value Growth-6
Key:  Lo 

Morningstar Summary - JQLAX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Key:  Lo 

Tax Analysis - JQLAX, 3 Year Avg

Pretax Return4.74%
Tax-adjusted Return3.44%
Tax Cost Ratio1.24%
Potential Cap Gains3.72%

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