JBATX Mutual Fund (John Hancock Balanced Fund Class R2) is managed by John Hancock Investment Management with $5.75B in net assets. JBATX expense ratio is 1.11%, holding 1111 positions across sectors including Financials, Other, Unknown. Inception date: 2012-03-01.

JBATX performance shows a YTD return of 6.62%. The 1-year return is 20.56% and the 5-year return is 8.75%. JBATX dividend yield stands at 11.23%, paid quarterly.

JBATX top holdings include Microsoft Corp 4.100 Feb 06 37 (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 JBATX holdings, sector breakdown, or dividend history.

JBATX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JBATX alternatives are available via the screener, along with tax-loss harvesting opportunities.