JBAFX Mutual Fund

JBAFX Mutual Fund (John Hancock Balanced Fund Class R4) is managed by John Hancock Investment Management with $5.75B in net assets. JBAFX expense ratio is 0.86%, holding 1111 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2008-09-08.

JBAFX performance shows a YTD return of 10.24%. The 1-year return is 19.43% and the 5-year return is 8.62%. JBAFX dividend yield stands at 11.42%, paid quarterly.

JBAFX top holdings include Microsoft Corp (4.5%), Alphabet Inc Common Stock USD 0.001 (4.2%), Amazon.Com Inc (3.7%), Broadcom Inc (2.4%), Jpmorgan Chase (2.4%). Go to all JBAFX holdings, JBAFX sectors, or JBAFX dividends.

JBAFX can be compared against other funds. Use JBAFX overlap to find shared positions, or JBAFX vs another fund for a side-by-side view. JBAFX alternatives are available via the screener, along with tax-loss harvesting opportunities.