JBAFX Mutual Fund
JBAFX Mutual Fund
John Hancock Balanced Fund Class R4
JBAFX Mutual Fund Overview
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 1111 positions across sectors including Financials, Other, Information Technology. Inception date: 2008-09-08.
JBAFX performance shows a YTD return of 6.68%. The 1-year return is 20.82% and the 5-year return is 9.01%. JBAFX dividend yield stands at 11.38%, paid quarterly.
JBAFX top holdings include Microsoft Corp (4.5%), Alphabet Inc Common Stock USD 0.001 (4.2%), Amazon.Com Inc (3.7%), Broadcom Inc (2.4%), Jpmorgan Chase (2.4%). View all JBAFX holdings, sector breakdown, or dividend history.
JBAFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JBAFX alternatives are available via the screener, along with tax-loss harvesting opportunities.