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JHancock Balanced R5 JBAVX

Analyst rating as of
NAV / 1-Day Return
24.62  /  0.16 %
Total Assets
3.5 Bil
Adj. Expense Ratio
0.720%
Expense Ratio
0.720%
Fee Level
Above Average
Longest Manager Tenure
14.73 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
1.62%
Turnover
89%
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Morningstar’s Analysis

Will JBAVX outperform in future?

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

Some turnover but still in experienced hands.

Summary

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John Hancock Balanced's experienced and tenured management squad backs its Morningstar Analyst Rating of Bronze for its cheapest share classes, while its most expensive share classes continue to earn a Neutral rating.

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