About JBATX
John Hancock Balanced Fund Class R2 is a mutual fund designed to provide a mix of current income, long-term capital growth, and preservation of capital by diversifying its assets across both equities and fixed-income securities. The fund typically maintains a moderate allocation, with about half invested in common stocks and the remainder in various types of bonds, including corporate, government, and asset-backed securities. This allocation strategy aims to reduce overall portfolio volatility while capturing growth opportunities and generating income.
The equity portion often emphasizes large-cap companies across sectors such as technology, healthcare, financial services, and consumer goods, with recent top holdings including Alphabet Inc., Microsoft, and Amazon.com. The fixed-income segment features a blend of high-quality government and corporate debt, contributing to income generation and stability. The fund benefits from a collaborative management approach, drawing on the expertise of the broader Manulife Investment Management team, and employs bottom-up security selection to identify promising investment opportunities.
With total net assets exceeding $5.5 billion, the fund plays a significant role in the moderate allocation category, offering a balanced solution for investors seeking diversification and risk management within a single vehicle.
Fund Family John Hancock
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol JBATX
Share Class Class R2
Index S&P 500 TR
JBATX had a total return of 13.14% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.66%.
