Lifestyle Ii Aggressive Fund Quote

JIIOX Fund  USD 14.19  0.02  0.14%   

Performance

15 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
Lifestyle is trading at 14.19 as of the 6th of December 2024; that is 0.14% down since the beginning of the trading day. The fund's open price was 14.21. Lifestyle has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 6th of November 2024 and ending today, the 6th of December 2024. Click here to learn more.
The fund operates as a fund of funds and normally invests approximately 95 percent of its assets in underlying funds that invest primarily in equity securities and 5 percent of its assets in underlying funds that invest primarily in fixed-income securities. More on Lifestyle Ii Aggressive

Moving together with Lifestyle Mutual Fund

  0.73FRBAX Regional BankPairCorr
  0.73FRBCX Regional BankPairCorr
  0.81JQLMX Multimanager LifestylePairCorr
  0.95JQLAX Multimanager LifestylePairCorr
  0.73JRBFX Regional BankPairCorr

Lifestyle Mutual Fund Highlights

Fund ConcentrationJohn Hancock Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, John Hancock (View all Sectors)
Update Date31st of December 2024
Lifestyle Ii Aggressive [JIIOX] is traded in USA and was established 6th of December 2024. Lifestyle is listed under John Hancock category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of John Hancock family. This fund currently has accumulated 328.54 M in assets under management (AUM) with no minimum investment requirementsLifestyle Ii Aggressive is currently producing year-to-date (YTD) return of 18.49% with the current yeild of 0.02%, while the total return for the last 3 years was 5.94%.
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 Aggressive 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 Aggressive Mutual Fund Constituents

ACWViShares MSCI GlobalEtfGlobal Large-Stock Blend
FSMDXFidelity Mid CapMutual FundMid-Cap Blend
FSSNXFidelity Small CapMutual FundSmall Blend
SCHGSchwab Large Cap GrowthEtfLarge Growth
USMViShares MSCI USAEtfLarge Blend
VBVanguard Small Cap IndexEtfSmall Blend
VDEVanguard Energy IndexEtfEquity Energy
VGTVanguard Information TechnologyEtfTechnology
More Details

Lifestyle Ii Aggressive Risk Profiles

Lifestyle Against Markets

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.
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