Morningstar

John Hancock Balanced Fund Class R4 JBAFX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 32.04  /  +0.53 %
  • Total Assets 6.8B
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.57%
  • Turnover 71%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 10:47 PM GMT+0

Morningstar’s Analysis JBAFX

Will JBAFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JBAFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JBAFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JBAFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Experienced team and robust approach.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

An experienced trio of managers at John Hancock Balanced wield a distinct approach grounded in fundamental research. The strategy is available as a mutual fund and separate account.

by Stephen Margaria
Rated on Published on

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Portfolio Holdings JBAFX

More JBAFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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