Nasdaq - Delayed Quote USD
John Hancock Balanced Fund Class R1 (JBAOX)
23.36
+0.07
+(0.30%)
As of December 17 at 8:00:26 PM EST. Market Open.
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23.29 - YTD Return 7.68%
- Expense Ratio 1.42%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating --
- Net Assets 2.95B
- Beta (5Y Monthly) 1.06
- Yield 1.02%
- 5y Average Return --
- Holdings Turnover 76.00%
- Last Dividend 0.05
- Inception Date Sep 8, 2008
The investment seeks current income, long-term growth of capital and income and preservation of capital. Under normal market conditions, the fund invests at least 25% of assets in equity securities and at least 25% of assets in senior debt securities. The fund allocates its investments among a diversified mix of debt and equity securities, including securities of other investment companies that invest in debt and equity securities.
John Hancock
Fund Family
Allocation--50% to 70% Equity
Fund Category
2.95B
Net Assets
2008-09-08
Inception Date
Performance Overview: JBAOX
View MoreTrailing returns as of 9/30/2020. Category is Allocation--50% to 70% Equity.
Holdings: JBAOX
View MoreSector Weightings
SectorJBAOX
Technology 21.57%
Communication Services 15.51%
Healthcare 15.14%
Financial Services 14.08%
Consumer Cyclical 11.55%
Consumer Defensive 10.13%
Industrials 5.70%
Basic Materials 2.34%
Energy 2.03%
Real Estate 1.89%
Utilities 0.06%
Recent News: JBAOX
View MoreResearch Reports: JBAOX
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