Multimanager Lifestyle Balanced Fund Quote

JULBX Fund  USD 13.01  0.08  0.61%   

Performance

12 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 36

 
100  
 
Zero
Below Average
Multimanager Lifestyle is trading at 13.01 as of the 28th of March 2024; that is -0.61% down since the beginning of the trading day. The fund's open price was 13.09. Multimanager Lifestyle has about a 36 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Multimanager Lifestyle Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of July 2022 and ending today, the 28th of March 2024. Click here to learn more.
The fund 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. It may have an equityfixed-income underlying funds allocation ranging between 7030 percent and 5050. More on Multimanager Lifestyle Balanced

Moving together with Multimanager Mutual Fund

  0.95STFGX State Farm GrowthPairCorr
  0.97JGECX Jhancock Global EquityPairCorr
  0.97JGEFX Global Equity FundPairCorr
  0.97JGEMX Jhancock Global EquityPairCorr
  0.97JGERX Jhancock Global EquityPairCorr
  0.97JGHTX J Hancock IiPairCorr

Multimanager 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. Multimanager Lifestyle's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Multimanager Lifestyle or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationJohn Hancock Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, John Hancock (View all Sectors)
Update Date31st of March 2024
Multimanager Lifestyle Balanced [JULBX] is traded in USA and was established 28th of March 2024. Multimanager 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 11.87 B in assets under management (AUM) with no minimum investment requirementsMultimanager Lifestyle is currently producing year-to-date (YTD) return of 4.33% with the current yeild of 0.03%, while the total return for the last 3 years was 2.73%.
Check Multimanager 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 Multimanager 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 Multimanager 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 Multimanager Lifestyle 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 Multimanager Lifestyle Balanced Mutual Fund Constituents

FIPDXFidelity Inflation Protected BondMutual FundInflation-Protected Bond
JDIVXJohn Hancock DisciplinedMutual FundForeign Large Value
JHTRXJpmorgan Hedged EquityMutual FundOptions Trading
More Details

Multimanager Lifestyle Target Price Odds Analysis

Based on a normal probability distribution, the odds of Multimanager Lifestyle jumping above the current price in 90 days from now is nearly 4.38%. The Multimanager Lifestyle Balanced probability density function shows the probability of Multimanager Lifestyle mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Multimanager Lifestyle Balanced has a beta of -0.012. This indicates as returns on benchmark increase, returns on holding Multimanager Lifestyle are expected to decrease at a much lower rate. During the bear market, however, Multimanager Lifestyle Balanced is likely to outperform the market. Additionally, multimanager Lifestyle Balanced has an alpha of 0.0763, implying that it can generate a 0.0763 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 13.01HorizonTargetOdds Above 13.01
95.49%90 days
 13.01 
4.38%
Based on a normal probability distribution, the odds of Multimanager Lifestyle to move above the current price in 90 days from now is nearly 4.38 (This Multimanager Lifestyle Balanced probability density function shows the probability of Multimanager Mutual Fund to fall within a particular range of prices over 90 days) .

Multimanager Lifestyle Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Multimanager Lifestyle market risk premium is the additional return an investor will receive from holding Multimanager 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 Multimanager 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 Multimanager Lifestyle's alpha and beta are two of the key measurements used to evaluate Multimanager Lifestyle's performance over the market, the standard measures of volatility play an important role as well.

Multimanager Lifestyle Against Markets

Picking the right benchmark for Multimanager 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 Multimanager 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 Multimanager Lifestyle is critical whether you are bullish or bearish towards Multimanager Lifestyle Balanced at a given time. Please also check how Multimanager 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 Multimanager 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.

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How to buy Multimanager Mutual Fund?

Before investing in Multimanager 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 Multimanager Lifestyle. To buy Multimanager Lifestyle fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Multimanager 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 Multimanager Lifestyle fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Multimanager Lifestyle Balanced 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 Multimanager Lifestyle Balanced 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 Multimanager Lifestyle Balanced, 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 Multimanager Lifestyle Balanced?

The danger of trading Multimanager Lifestyle Balanced 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 Multimanager 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 Multimanager Lifestyle. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Multimanager Lifestyle 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 Multimanager Lifestyle Balanced. 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 bureau of labor statistics.
Note that the Multimanager Lifestyle information on this page should be used as a complementary analysis to other Multimanager Lifestyle's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.

Complementary Tools for Multimanager Mutual Fund analysis

When running Multimanager Lifestyle's price analysis, check to measure Multimanager Lifestyle's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Multimanager Lifestyle is operating at the current time. Most of Multimanager Lifestyle's value examination focuses on studying past and present price action to predict the probability of Multimanager Lifestyle's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Multimanager Lifestyle's price. Additionally, you may evaluate how the addition of Multimanager Lifestyle to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Multimanager Lifestyle's value and its price as these two are different measures arrived at by different means. Investors typically determine if Multimanager Lifestyle is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Multimanager Lifestyle's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.