JBAFX Mutual Fund

JBAFX Mutual Fund (John Hancock Balanced Fund Class R4) is managed by John Hancock Investment Management with $5.75B in net assets. JBAFX expense ratio is 0.86%, holding 1225 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2008-09-08.

JBAFX performance shows a YTD return of 9.29%. The 1-year return is 11.27% and the 5-year return is 7.99%. JBAFX dividend yield stands at 1.80%, paid quarterly.

JBAFX top holdings include Microsoft Corp (5.1%), Alphabet Inc,class A (4.0%), Amazon.com Inc (3.6%), NVIDIA Corp (2.9%), Broadcom Inc (2.4%). Go to all JBAFX holdings, JBAFX sectors, or JBAFX dividends.

JBAFX can be compared against other funds. Use JBAFX overlap to find shared positions, or JBAFX vs another fund for a side-by-side view. JBAFX alternatives are available via the screener, along with tax-loss harvesting opportunities.