Managed Volatility Moderate PortfolioJELMX
Type
Mutual fund
Peer group
Allocation
Net assets
$929.8M
Expense ratio
0.80%
1-year return
+7.5%
3 years, a year
+7.6%
5 years, a year
+3.2%
Holdings
46
What it aims to do.
To seek current income and growth of capital while seeking to both manage the volatility of return and limit the magnitude of portfolio losses.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| John Hancock Core Bond ETF John Hancock Core Bond ETF | 21.98% |
| John Hancock Vit Strategic Equ Jhvit Strat Eqty Alloc-Nav | 15.75% |
| Hancock John Sovereign Bd Fd Mutual Fund | 11.24% |
| John Hancock Variable Insurance Trust-Select Bond Trust | 7.31% |
| John Hancock Fundamental Large Jh Fndmntl Lrg Cap Core-Nav | 5.01% |
| John Hancock Variable Insurance Trust-Core Bond Trust | 4.71% |
| John Hancock Global Senior Loa Jh Global Senior Loan ETF | 4.18% |
| John Hancock Variable Insurance Trust-Blue Chip Growth Trust | 2.61% |
| John Hancock Disciplined Value Jh Disc Value Select ETF | 2.54% |
| John Hancock Capital Appreciat John Hancock Ii-Cap App Va-N | 2.39% |
More on JELMX.
- JELMX overview
- JELMX holdings
- JELMX risk
- JELMX costs
- JELMX money in and out
- JELMX share classes
- Compare JELMX 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.