Lifestyle Ii Aggressive Fund Quote
| JIIOX Fund | USD 14.00 0.08 0.57% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Lifestyle is trading at 14.00 as of the 24th of November 2024; that is 0.57% up since the beginning of the trading day. The fund's open price was 13.92. Lifestyle has about a 20 % 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 Aggressive are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of October 2024 and ending today, the 24th of November 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
Lifestyle Mutual Fund Highlights
| Fund Concentration | John Hancock Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, John Hancock (View all Sectors) |
| Update Date | 30th of September 2024 |
Lifestyle Ii Aggressive [JIIOX] is traded in USA and was established 24th of November 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 15.4% with the current yeild of 0.02%, while the total return for the last 3 years was 3.8%.
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
| ACWV | iShares MSCI Global | Etf | Global Large-Stock Blend | |
| FSMDX | Fidelity Mid Cap | Mutual Fund | Mid-Cap Blend | |
| FSSNX | Fidelity Small Cap | Mutual Fund | Small Blend | |
| SCHG | Schwab Large Cap Growth | Etf | Large Growth | |
| USMV | iShares MSCI USA | Etf | Large Blend | |
| VB | Vanguard Small Cap Index | Etf | Small Blend | |
| VDE | Vanguard Energy Index | Etf | Equity Energy | |
| VGT | Vanguard Information Technology | Etf | Technology |
Lifestyle Ii Aggressive Risk Profiles
| Mean Deviation | 0.5419 | |||
| Semi Deviation | 0.5666 | |||
| Standard Deviation | 0.7016 | |||
| Variance | 0.4923 |
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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