About JBAVX
John Hancock Balanced Fund Class R5 is a balanced mutual fund designed to offer investors a blend of growth and income by investing in a diversified mix of equities and fixed income securities. Its primary function is to provide a moderate asset allocation by typically holding a nearly even split between large-cap U.S. stocks and a variety of bonds, including U.S. government, corporate, and mortgage-backed securities. The fund’s equity portfolio features prominent companies across technology, healthcare, consumer, and financial sectors, with top holdings like Alphabet Inc., Microsoft, and Amazon.com demonstrating a focus on established market leaders. On the fixed income side, notable exposures include U.S. government agencies and investment-grade corporate bonds, contributing to the fund’s stability and income generation.
Serving the needs of investors seeking balanced risk and return, John Hancock Balanced Fund Class R5 is often categorized under moderate allocation funds. It appeals to those who want broad market participation with lower volatility than pure equity funds. Managed by an experienced team using a bottom-up investment approach, the fund maintains a significant market presence, evidenced by its substantial asset base and long-term performance track record.
Fund Family John Hancock
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol JBAVX
Share Class Class R5
Index S&P 500 TR
JBAVX had a total return of 15.88% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.16%.
