JBAFX Mutual Fund
JBAFX Mutual Fund
JBAFX Mutual Fund
John Hancock Balanced Fund Class R4
JBAFX Mutual Fund Overview
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 1128 positions across sectors including Information Technology, Financials, Consumer Discretionary. 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 8.63%. JBAFX dividend yield stands at 11.36%, paid quarterly.
JBAFX top holdings include Alphabet Inc,class A (4.6%), Microsoft Corp (4.1%), Amazon.Com Inc (4.0%), Broadcom Inc (2.9%), Jpmorgan Chase (2.3%). 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.