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 1225 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2012-03-01.
JBATX performance shows a YTD return of 9.04%. The 1-year return is 11.00% and the 5-year return is 7.73%. JBATX dividend yield stands at 1.57%, paid quarterly.
JBATX top holdings include Microsoft Corp (5.1%), Alphabet Inc (4.0%), Amazon.Com Inc (3.6%), Nvidia Corp (2.9%), Broadcom Inc (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.