Morningstar

John Hancock Balanced Fund Class R6 JBAWX

Morningstar Medalist Rating
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Medalist Rating as of See John Hancock Investment Hub
  • NAV / 1-Day Return $32.14  /  −0.28 %
  • Fund Size $6.9B
  • Adjusted Expense Ratio 0.610%
  • Net Expense Ratio 0.610%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.87%
  • Turnover Ratio 71%
NAV and 1-Day Return as of

Morningstar’s Analysis JBAWX

Will JBAWX 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 JBAWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JBAWX 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 JBAWX’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 JBAWX

More JBAWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Microsoft Corp

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Technology

Alphabet Inc Class A

3.99 274M
Communication Services

Amazon.com Inc

3.56 245M
Consumer Cyclical

NVIDIA Corp

2.94 202M
Technology

Broadcom Inc

2.43 167M
Technology

JPMorgan Chase & Co

2.42 167M
Financial Services

Costco Wholesale Corp

2.07 142M
Consumer Defensive

Eli Lilly and Co

1.70 117M
Healthcare

Advanced Micro Devices Inc

1.69 116M
Technology

Berkshire Hathaway Inc Class B

1.63 112M
Financial Services

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