Lifestyle Ii Growth Fund Quote
| JLGSX Fund | USD 13.19 0.07 0.53% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Lifestyle is trading at 13.19 as of the 21st of November 2024; that is 0.53% up since the beginning of the trading day. The fund's open price was 13.12. 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 Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of October 2024 and ending today, the 21st of November 2024. Click here to learn more.
The fund operates as a fund of funds and normally invests approximately 20 percent of its assets in underlying funds that invest primarily in fixed-income securities and approximately 80 percent of its assets in underlying funds that invest primarily in equity securities. More on Lifestyle Ii Growth
Moving together with Lifestyle Mutual Fund
Lifestyle Mutual Fund Highlights
| Fund Concentration | John Hancock Funds, Large Blend Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, John Hancock (View all Sectors) |
| Update Date | 30th of September 2024 |
Lifestyle Ii Growth [JLGSX] is traded in USA and was established 21st of November 2024. Lifestyle is listed under John Hancock category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of John Hancock family. This fund currently has accumulated 766.56 M in assets under management (AUM) with no minimum investment requirementsLifestyle Ii Growth is currently producing year-to-date (YTD) return of 12.83% with the current yeild of 0.02%, while the total return for the last 3 years was 2.89%.
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 Growth 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 Growth Mutual Fund Constituents
| VCSH | Vanguard Short Term Corporate | Etf | Short-Term Bond | |
| JNK | SPDR Bloomberg High | Etf | High Yield Bond | |
| VWOB | Vanguard Emerging Markets | Etf | Emerging Markets Bond | |
| VWO | Vanguard FTSE Emerging | Etf | Diversified Emerging Mkts | |
| VO | Vanguard Mid Cap Index | Etf | Mid-Cap Blend | |
| VIG | Vanguard Dividend Appreciation | Etf | Large Blend | |
| VCIT | Vanguard Intermediate Term Corporate | Etf | Corporate Bond | |
| VB | Vanguard Small Cap Index | Etf | Small Blend |
Lifestyle Ii Growth Risk Profiles
| Mean Deviation | 0.4494 | |||
| Semi Deviation | 0.5208 | |||
| Standard Deviation | 0.5828 | |||
| Variance | 0.3396 |
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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