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Nasdaq - Delayed Quote USD

John Hancock Balanced Fund (JBAWX)

26.05
-0.25
(-0.95%)
At close: 8:01:16 PM EDT
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  • Previous Close 26.30
  • YTD Return -1.81%
  • Expense Ratio 0.62%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 28.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 5.52B
  • Beta (5Y Monthly) 0.94
  • Yield 2.03%
  • 5y Average Return --
  • Holdings Turnover 67.00%
  • Last Dividend 0.11
  • Inception Date Oct 5, 1992

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

5.52B

Net Assets

1992-10-05

Inception Date

More about John Hancock Balanced Fund

Performance Overview: JBAWX

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Trailing returns as of 4/4/2025. Category is Allocation--50% to 70% Equity.

YTD Return

JBAWX
1.81%
Category
9.69%
 

1-Year Return

JBAWX
3.88%
Category
27.06%
 

3-Year Return

JBAWX
5.83%
Category
11.00%
 

5-Year Return

JBAWX
11.00%
Category
10.26%
 

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Holdings: JBAWX

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Sector Weightings

SectorJBAWX
Technology   25.13%
Consumer Cyclical   15.36%
Financial Services   12.94%
Healthcare   12.65%
Communication Services   9.25%
Industrials   8.22%
Consumer Defensive   6.35%
Energy   5.27%
Basic Materials   3.27%
Real Estate   1.56%
Utilities   0.00%
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Recent News: JBAWX

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Research Reports: JBAWX

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