JBAWX – JHancock Balanced R6 Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks current income, long-term growth of capital and income and preservation of capital. Under normal market conditions, the fund invests at least 25% of assets in equity securities and at least 25% of assets in senior debt securities. The fund allocates its investments among a diversified mix of debt and equity securities, including securities of other investment companies that invest in debt and equity securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SVBIX	John Hancock Balanced Fund Class I	Institutional	Open			Mar 1, 2002	$1.27B	0.720%	Average	$250,000	$162.31M
SVBAX	John Hancock Balanced Fund Class A	Front Load	Open			Oct 5, 1992	$4.20B	1.020%	Average	$1,000	−$131.58M
SVBCX	John Hancock Balanced Fund Class C	Level Load	Open			May 3, 1999	$151.01M	1.720%	Average	$1,000	−$21.42M
JBAVX	John Hancock Balanced Fund Class R5	Retirement, Large	Open			Sep 8, 2008	$2.23M	0.660%	Above Average	$0	−$180,138.88
JBAWX	John Hancock Balanced Fund Class R6	Retirement, Large	Open			Sep 1, 2011	$1.22B	0.610%	Average	$1M	−$23.72M
JBAFX	John Hancock Balanced Fund Class R4	Retirement, Medium	Open			Sep 8, 2008	$19.61M	0.860%	Low	$0	−$12.74M
JBATX	John Hancock Balanced Fund Class R2	Retirement, Medium	Open			Mar 1, 2012	$10.29M	1.110%	Below Average	$0	$365,914.08

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