JHBAX Mutual Fund
JHBAX Mutual Fund
John Hancock Funds II 2040 Lifetime Blend Portfolio Class A
JHBAX Mutual Fund Overview
JHBAX Mutual Fund (John Hancock Funds II 2040 Lifetime Blend Portfolio Class A) is managed by John Hancock Investment Management with $829.2M in net assets. JHBAX expense ratio is 0.72%, holding 23 positions across sectors including Other, Financials, Unknown. Inception date: 2021-06-21.
JHBAX performance shows a YTD return of 9.68%. The 1-year return is 20.29% and the 5-year return is 7.85%. JHBAX dividend yield stands at 2.55%, paid annually.
JHBAX top holdings include U.S. Sector Rotation Large Cap Sleeve (MIM) (26.5%), International Strategic Equity Allocation Fund (Mim) (22.3%), Vanguard S&P 500 ETF (11.4%), Mid Cap Index Fund (Fidelity) (8.4%), Vanguard Total Bond Market ETF (6.4%). View all JHBAX holdings, sector breakdown, or dividend history.
JHBAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JHBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.