An experienced group of managers oversee John Hancock Balanced, executing a straightforward approach. The fund earns a Morningstar Analyst Rating of Bronze for its three cheapest share classes, while the pricier shares sit at Neutral.
JHancock Balanced R5 JBAVX
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will JBAVX outperform in 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 JBAVX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JBAVX 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 JBAVX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Veteran managers at the helm.
