John Hancock Balanced’s seasoned managers execute an approach rooted in thorough bottom-up security selection that’s proven effective. The Process Pillar earns an upgrade to Above Average from Average.
JHancock Balanced R4 JBAFX
- NAV / 1-Day Return 29.22 / −0.14 %
- Total Assets 5.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.880%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.58%
- Turnover 62%
USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:20 PM GMT+0
Morningstar’s Analysis JBAFX
Will JBAFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Amazon.com Inc | 4.61 | 246.5 Mil | Consumer Cyclical |
Microsoft Corp | 4.60 | 246.1 Mil | Technology |
Alphabet Inc Class A | 4.49 | 240.3 Mil | Communication Services |
Walmart Inc | 2.78 | 148.8 Mil | Consumer Defensive |
Broadcom Inc | 2.76 | 147.5 Mil | Technology |
Eli Lilly and Co | 2.36 | 126.0 Mil | Healthcare |
JPMorgan Chase & Co | 2.29 | 122.6 Mil | Financial Services |
Berkshire Hathaway Inc Class B | 2.00 | 107.2 Mil | Financial Services |
Deere & Co | 1.63 | 87.2 Mil | Industrials |
Lowe's Companies Inc | 1.55 | 82.8 Mil | Consumer Cyclical |