JBAWX Mutual Fund

JBAWX Mutual Fund (John Hancock Balanced Fund Class R6) is managed by John Hancock Investment Management with $5.75B in net assets. JBAWX expense ratio is 0.61%, holding 1111 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2011-09-01.

JBAWX performance shows a YTD return of 10.36%. The 1-year return is 19.69% and the 5-year return is 8.89%. JBAWX dividend yield stands at 11.73%, paid quarterly.

JBAWX 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 JBAWX holdings, JBAWX sectors, or JBAWX dividends.

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