Lifestyle Balanced PortfolioJAILX
Type
Mutual fund
Peer group
Allocation
Net assets
$955.9M
Expense ratio
0.99%
1-year return
+11.6%
3 years, a year
+9.5%
5 years, a year
+4.7%
Holdings
35
What it aims to do.
To seek a balance between a high level of current income and growth of capital, with a greater emphasis on growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| John Hancock Vit Strategic Equ Jhvit Strat Eqty Alloc-Nav | 37.92% |
| John Hancock Core Bond ETF John Hancock Core Bond ETF | 18.92% |
| John Hancock Variable Insurance Trust-Select Bond Trust | 15.78% |
| John Hancock Global Senior Loa Jh Global Senior Loan ETF | 3.47% |
| John Hancock Fundamental Large Jh Fndmntl Lrg Cap Core-Nav | 2.51% |
| Hancock John Sovereign Bd Fd Mutual Fund | 2.29% |
| John Hancock Variable Insurance Trust-Blue Chip Growth Trust | 1.90% |
| John Hancock Investors Trust | 1.81% |
| John Hancock Investors Trust | 1.59% |
| John Hancock Variable Insurance Trust-Core Bond Trust | 1.43% |
More on JAILX.
- JAILX overview
- JAILX holdings
- JAILX risk
- JAILX costs
- JAILX money in and out
- JAILX share classes
- Compare JAILX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.