LIFESTYLE Fundamentals

Mutual Funds . USA . 
Fund . LIFESTYLE II AGGRESSIVE
JIIOX Fund  USD 10.91  0.12  1.11%   
LIFESTYLE II AGGRESSIVE fundamentals help investors to digest information that contributes to LIFESTYLE's financial success or failures. It also enables traders to predict the movement of LIFESTYLE Mutual Fund. The fundamental analysis module provides a way to measure LIFESTYLE's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to LIFESTYLE mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

LIFESTYLE Equity Positions Weight Analysis

LIFESTYLE's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Stock Percentage 
 = 
% of Equities 
 
in the fund 
More About Equity Positions Weight | All Equity Analysis

Current LIFESTYLE Equity Positions Weight

    
  95.65 %  
Most of LIFESTYLE's fundamental indicators, such as Equity Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, LIFESTYLE II AGGRESSIVE is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Competition

LIFESTYLE Equity Positions Weight Component Assessment

According to the company disclosure, LIFESTYLE II AGGRESSIVE has an Equity Positions Weight of 95%. This is 2.37% lower than that of the John Hancock family and significantly higher than that of the Family category. The equity positions weight for all United States funds is notably lower than that of the firm.

LIFESTYLE II AGGRESSIVE Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining LIFESTYLE's current stock value. Our valuation model uses many indicators to compare LIFESTYLE value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across LIFESTYLE competition to find correlations between indicators driving LIFESTYLE's intrinsic value. More Info.
LIFESTYLE II AGGRESSIVE is currently considered the top fund in five year return among similar funds. It is currently considered the top fund in price to earning among similar funds reporting about  3.19  of Price to Earning per Five Year Return. . Comparative valuation analysis is a catch-all model that can be used if you cannot value LIFESTYLE by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for LIFESTYLE's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the LIFESTYLE's earnings, one of the primary drivers of an investment's value.

LIFESTYLE Net Asset Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses LIFESTYLE's direct or indirect competition against its Net Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of LIFESTYLE could also be used in its relative valuation, which is a method of valuing LIFESTYLE by comparing valuation metrics of similar companies.
LIFESTYLE is currently under evaluation in net asset among similar funds.

Fund Asset Allocation for LIFESTYLE

The fund consists of 95.65% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
Asset allocation divides LIFESTYLE's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

LIFESTYLE Fundamentals

Price to Earning17.54 X
Price to Book2.06 X
Price to Sales1.43 X
Total Asset434.43 M
One Year Return4.34 %
Three Year Return4.89 %
Five Year Return5.50 %
Net Asset434.43 M
Last Dividend Paid0.17
Cash Position Weight1.93 %
Equity Positions Weight95.65 %
Bond Positions Weight0.58 %

About LIFESTYLE Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze LIFESTYLE II AGGRESSIVE's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of LIFESTYLE using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of LIFESTYLE II AGGRESSIVE based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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. John Hancock is traded on NASDAQ Exchange in the United States.

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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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Check out LIFESTYLE Piotroski F Score and LIFESTYLE Altman Z Score analysis. You can also try Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

Complementary Tools for LIFESTYLE Mutual Fund analysis

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. Check out LIFESTYLE Piotroski F Score and LIFESTYLE Altman Z Score analysis.


 
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