JBAVX Mutual Fund

JBAVX Mutual Fund (John Hancock Balanced Fund Class R5) is managed by John Hancock Investment Management with $5.75B in net assets. JBAVX expense ratio is 0.66%, holding 1128 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2008-09-08.

JBAVX performance shows a YTD return of 10.34%. The 1-year return is 19.64% and the 5-year return is 8.84%. JBAVX dividend yield stands at 11.57%, paid quarterly.

JBAVX top holdings include Alphabet A Usd 0.001 (4.6%), Microsoft Corp 4.100 Feb 06 37 (4.1%), Amazon.Com Inc (4.0%), Broadcom Inc (2.9%), Jpmorgan Chase & Co. (2.3%). Go to all JBAVX holdings, JBAVX sectors, or JBAVX dividends.

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