3 / 5 Stars
4 4 5 2 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#70 in Conservative Allocation
U.S. News evaluated 201 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 8.39 percent over the past year, 7.20 percent over the past three years, and 5.80 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||3.4%|
|3 Years (Annualized)||7.2%|
|5 Years (Annualized)||5.8%|
|10 Years (Annualized)||N/A|
The investment seeks a high level of current income with some consideration given to growth of capital. The fund normally invests approximately 80% of its assets in underlying funds that invest primarily in fixed-income securities and approximately 20% in underlying funds that invest primarily in equity securities. It may have an equity/fixed income underlying fund allocation ranging between 10%/90% and 30%/70%. The fund may invest in various underlying funds that as a group hold a wide range of equity type securities. It may also invest in affiliated and nonaffiliated investment companies.
Fees are Average compared to funds in the same category.
John Hancock Funds II Lifestyle Conservative Fund has an expense ratio of 0.56 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.