Lifestyle Ii Aggressive Fund Quote

JIIOX Fund  USD 12.35  0.02  0.16%   

Performance

13 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 36

 
100  
 
Zero
Below Average
Lifestyle is trading at 12.35 as of the 26th of February 2024; that is 0.16 percent increase since the beginning of the trading day. The fund's open price was 12.33. 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 Lifestyle Ii Aggressive are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of January 2024 and ending today, the 26th of February 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

  0.8JQLMX Multimanager LifestylePairCorr
  0.74JQLBX Multimanager LifestylePairCorr

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 ConcentrationJohn Hancock Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, John Hancock (View all Sectors)
Update Date31st of December 2023
Lifestyle Ii Aggressive [JIIOX] is traded in USA and was established 26th of February 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 1.67% with the current yeild of 0.02%, while the total return for the last 3 years was 3.44%.
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 US Large CapEtfLarge Growth
USMVIShares MSCI USAEtfLarge Blend
VBVanguard Small Cap IndexEtfSmall Blend
VDEVanguard Energy IndexEtfEquity Energy
More Details

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 roughly 2.5%. The Lifestyle Ii Aggressive 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 the mutual fund has a beta coefficient of 1.0178. This indicates Lifestyle Ii Aggressive market returns are sensitive to returns on the market. As the market goes up or down, Lifestyle is expected to follow. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Lifestyle Ii Aggressive is significantly underperforming NYSE Composite.
  Odds Below 12.35HorizonTargetOdds Above 12.35
97.42%90 days
 12.35 
2.50%
Based on a normal probability distribution, the odds of Lifestyle to move above the current price in 90 days from now is roughly 2.5 (This Lifestyle Ii Aggressive probability density function shows the probability of Lifestyle Mutual Fund to fall within a particular range of prices over 90 days) .

Lifestyle Ii Aggressive 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.

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 Aggressive 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.

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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 Aggressive 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 Aggressive 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 Aggressive, 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 Aggressive?

The danger of trading Lifestyle Ii Aggressive 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 Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Lifestyle Ii Aggressive 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 Aggressive. 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 american community survey.
You can also try the CEOs Directory module to screen CEOs from public companies around the world.

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When running Lifestyle's price analysis, check to measure 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 Lifestyle is operating at the current time. Most of Lifestyle's value examination focuses on studying past and present price action to predict the probability of 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 Lifestyle's price. Additionally, you may evaluate how the addition of Lifestyle to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Lifestyle's value and its price as these two are different measures arrived at by different means. Investors typically determine if Lifestyle is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, 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.