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JHancock Balanced R5 JBAVX

Analyst rating as of
NAV / 1-Day Return
23.22  /  1.32 %
Total Assets
4.1 Bil
Adj. Expense Ratio
0.680%
Expense Ratio
0.680%
Fee Level
Above Average
Longest Manager Tenure
16.50 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.77%
Turnover
65%

Morningstar’s Fund Analysis JBAVX

Will JBAVX outperform in future?

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

Experienced managers across asset classes.

Senior Analyst

Summary

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Seasoned managers with complementary skillsets across asset classes support a continued Morningstar Analyst Rating of Bronze for the three cheapest share classes of John Hancock Balanced. The fund’s four pricier share classes remain at Neutral.

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