JBATX Mutual Fund
JBATX Mutual Fund
JBATX Mutual Fund
John Hancock Balanced Fund Class R2
JBATX Mutual Fund Overview
JBATX Mutual Fund (John Hancock Balanced Fund Class R2) is managed by John Hancock Investment Management with $5.75B in net assets. JBATX expense ratio is 1.11%, holding 1111 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2012-03-01.
JBATX performance shows a YTD return of 10.03%. The 1-year return is 19.12% and the 5-year return is 8.36%. JBATX dividend yield stands at 11.26%, paid quarterly.
JBATX 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 JBATX holdings, JBATX sectors, or JBATX dividends.
JBATX can be compared against other funds. Use JBATX overlap to find shared positions, or JBATX vs another fund for a side-by-side view. JBATX alternatives are available via the screener, along with tax-loss harvesting opportunities.