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JBLMX JHancock Lifestyle Moderate B

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Fund JBLMX JHancock Lifestyle Moderate B VSCGX Vanguard LifeStrategy Cnsrv Gr Inv VWINX Vanguard Wellesley® Income Inv  
Similarity
?
100% 87% 86%
Annual Fees
?
$206.38
(1.99% Exp. Ratio)
$13.48
(0.13% Exp. Ratio)
$23.85
(0.23% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.71% annual return
$16,312.37 $28,671.93 $27,823.04
Est. savings over 30 yrs +$12,359.56 +$11,510.67
Return
As of 11/30/16
1 YR RETURN 3.00%
3 YR 1.89%
5 YR 5.09%
10 YR 3.52%
1 YR RETURN 3.79%
3 YR 4.04%
5 YR 6.07%
10 YR 4.35%
1 YR RETURN 5.80%
3 YR 5.57%
5 YR 7.54%
10 YR 6.58%
Description
The investment seeks a balance between a high level of current income and growth of capital, with a greater emphasis on income. The fund normally invests approximately 60% of its assets in underlying funds that invest primarily in fixed-income securities and approximately 40% in underlying funds that invest primarily in equity securities. It may have equity/fixed income underlying fund allocation ranging between 50%/50% and 30%/70%. The fund may invest in various underlying funds that, as a group, hold a wide range of equity-type securities. These include small-, mid-, and large-capitalization stocks; domestic and foreign securities; and sector holdings.
The investment seeks current income and low to moderate capital appreciation. The fund invests in other Vanguard mutual funds according to a fixed formula that reflects an allocation of approximately 60% of the fund's assets to bonds and 40% to common stocks. Its indirect bond holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. agency, and investment-grade U.S. corporate bonds; mortgage-backed and asset-backed securities; and government, agency, corporate, and securitized investment-grade foreign bonds issued in currencies other than the U.S. dollar (but hedged by Vanguard to minimize foreign currency exposure).
The investment seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. The fund invests approximately 60% to 65% of its assets in investment-grade corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35% to 40% of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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