Lifestyle Ii Servative Fund Quote
| JLCSX Fund | USD 9.94 0.02 0.20% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Lifestyle is trading at 9.94 as of the 10th of May 2024; that is 0.20 percent increase since the beginning of the trading day. The fund's open price was 9.92. Lifestyle has about a 21 % 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. Equity ratings for Lifestyle Ii Servative are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 11th of March 2024 and ending today, the 10th of May 2024. Click here to learn more.
The fund operates as a fund of funds and normally invests approximately 80 percent of its assets in underlying funds that invest primarily in fixed-income securities and approximately 20 percent in underlying funds that invest primarily in equity securities. More on Lifestyle Ii Servative
Moving together with Lifestyle Mutual Fund
| 0.71 | FRBCX | Regional Bank | PairCorr |
| 0.94 | JQLMX | Multimanager Lifestyle | PairCorr |
| 0.91 | JQLBX | Multimanager Lifestyle | PairCorr |
| 0.99 | JQLCX | Multimanager Lifestyle | PairCorr |
| 0.86 | JQLGX | Multimanager Lifestyle | PairCorr |
| 0.7 | JRBFX | Regional Bank | PairCorr |
| 0.86 | JRETX | J Hancock Ii | PairCorr |
Lifestyle Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Lifestyle's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Lifestyle or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | John Hancock Funds, Large Blend Funds, Allocation--15% to 30% Equity Funds, Allocation--15% to 30% Equity, John Hancock, Large Blend, Allocation--15% to 30% Equity (View all Sectors) |
| Update Date | 31st of March 2024 |
Lifestyle Ii Servative [JLCSX] is traded in USA and was established 10th of May 2024. Lifestyle is listed under John Hancock category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of John Hancock family. This fund currently has accumulated 156.97 M in assets under management (AUM) with no minimum investment requirementsLifestyle Ii Servative is currently producing year-to-date (YTD) return of 0.53% with the current yeild of 0.03%, while the total return for the last 3 years was -0.16%.
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 Servative 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 Servative Mutual Fund Constituents
| JNK | SPDR Bloomberg High | Etf | High Yield Bond |
| VTIP | Vanguard Short Term Inflation Protected | Etf | Short-Term Inflation Protected Bond |
| BIV | Vanguard Intermediate Term Bond | Etf | Intermediate Core Bond |
| ACWV | iShares MSCI Global | Etf | Global Large-Stock Blend |
| BKLN | Invesco Senior Loan | Etf | Bank Loan |
| BND | Vanguard Total Bond | Etf | Intermediate Core Bond |
| BSV | Vanguard Short Term Bond | Etf | Short-Term Bond |
Lifestyle Target Price Odds Analysis
Based on a normal probability distribution, the odds of Lifestyle jumping above the current price in 90 days from now is about 14.69%. The Lifestyle Ii Servative probability density function shows the probability of Lifestyle mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Lifestyle has a beta of 0.0781. This indicates as returns on the market go up, Lifestyle average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Lifestyle Ii Servative will be expected to be much smaller as well. Additionally, lifestyle Ii Servative has an alpha of 0.0032, implying that it can generate a 0.003192 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Lifestyle to move above the current price in 90 days from now is about 14.69 (This Lifestyle Ii Servative probability density function shows the probability of Lifestyle Mutual Fund to fall within a particular range of prices over 90 days) .
Lifestyle Ii Servative Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Lifestyle market risk premium is the additional return an investor will receive from holding Lifestyle long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Lifestyle. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Lifestyle's alpha and beta are two of the key measurements used to evaluate Lifestyle's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.2389 | |||
| Semi Deviation | 0.2795 | |||
| Standard Deviation | 0.3219 | |||
| Variance | 0.1036 |
Lifestyle Against Markets
Picking the right benchmark for Lifestyle mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Lifestyle mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Lifestyle is critical whether you are bullish or bearish towards Lifestyle Ii Servative at a given time. Please also check how Lifestyle's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Lifestyle without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Portfolio Holdings Now
Portfolio HoldingsCheck your current holdings and cash postion to detemine if your portfolio needs rebalancing |
| All Next | Launch Module |
How to buy Lifestyle Mutual Fund?
Before investing in Lifestyle, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Lifestyle. To buy Lifestyle fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Lifestyle. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Lifestyle fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Lifestyle Ii Servative fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Lifestyle Ii Servative fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Lifestyle Ii Servative, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Lifestyle Ii Servative?
The danger of trading Lifestyle Ii Servative is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Lifestyle is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Lifestyle. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Lifestyle Ii Servative is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Lifestyle Ii Servative. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.