Morningstar

John Hancock Balanced Fund Class R2 JBATX

Medalist Rating as of Oct 23, 2026 See John Hancock Investment Hub

Will JBATX outperform in the future?

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

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Process Pillar

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

The People Pillar is our evaluation of the JBATX 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 JBATX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid process, executed well, gives this allocation fund an edge.

Director Janet Yang Rohr

Janet Yang Rohr

Director

Summary

Investors in John Hancock Balanced benefit from a well-regarded team carrying out a sound, fundamental research process.

by Janet Yang Rohr

Rated on Oct 23, 2026 Published on Oct 23, 2026

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