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Morningstar

JHancock Balanced R6 JBAWX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 27.06  /  −0.44 %
  • Total Assets 5.0 Bil
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.630%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.67%
  • Turnover 62%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis JBAWX

Will JBAWX 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 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.

A methodical approach elevates this balanced fund’s Process Pillar.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

John Hancock Balanced’s seasoned managers execute an approach rooted in thorough bottom-up security selection that’s proven effective. The Process Pillar earns an upgrade to Above Average from Average.

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 31.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.35 258.8 Mil
Technology

Amazon.com Inc

4.81 232.8 Mil
Consumer Cyclical

Alphabet Inc Class A

4.29 207.5 Mil
Communication Services

Eli Lilly and Co

3.05 147.6 Mil
Healthcare

Broadcom Inc

3.00 145.3 Mil
Technology

Walmart Inc

2.68 129.7 Mil
Consumer Defensive

JPMorgan Chase & Co

2.30 111.2 Mil
Financial Services

Berkshire Hathaway Inc Class B

2.23 107.8 Mil
Financial Services

Apple Inc

1.82 88.3 Mil
Technology

Deere & Co

1.71 83.0 Mil
Industrials