John Hancock Funds Lifestyle Blend Aggressive Portfolio Class 1

Overview

The John Hancock Funds Lifestyle Blend Aggressive Portfolio Class 1 is a mutual fund designed for investors seeking long-term capital appreciation with an aggressive investment strategy. The fund primarily invests in underlying portfolios that focus on equity securities, aiming for a strategic equity exposure of more than 85%, while maintaining some diversification through bonds and cash. This approach positions the fund at the higher end of the risk spectrum within target allocation categories. The fund's investment strategy involves allocating approximately 95%–100% of its assets to a diverse mix of underlying equity-focused portfolios, both domestic and international, emphasizing a high allocation to equities and prioritizing capital appreciation over preservation. The remaining assets are allocated to fixed-income securities, providing some diversification. The portfolio is actively managed and diversified across various market sectors and regions, with significant holdings in large-cap U.S. equities, international strategies, and sector rotation funds. As of August 31, 2024, the fund reported a return of 20.45% for the year, with a net asset value of $586,787,314 and a portfolio turnover rate of 17%. The fund's expense ratio is 0.68%, and it has a minimum investment requirement of $1,000. The fund is sub-advised by John Hancock Investment Management and has been in operation since December 30, 2013. Please note that past performance does not guarantee future results, and investing in the fund involves risks, including the possible loss of principal. Investors should consider their investment objectives and risk tolerance before investing in the fund.

Investment Focus

• Long-term investment horizon
• Acceptance of higher risk levels
• Desire for maximum potential growth of capital

Portfolio Companies