Morningstar

JHancock Balanced R5 JBAVX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 29.30  /  −0.14 %
  • Total Assets 5.6 Bil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.65%
  • Turnover 62%

USD | NAV as of Sep 28, 2024 | 1-Day Return as of Sep 28, 2024, 12:12 AM GMT+0

Morningstar’s Analysis JBAVX

Will JBAVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JBAVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JBAVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JBAVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A methodical approach elevates this balanced fund’s Process Pillar.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

John Hancock Balanced’s seasoned managers execute an approach rooted in thorough bottom-up security selection that’s proven effective. The Process Pillar earns an upgrade to Above Average from Average.

by Stephen Margaria
Rated on Published on

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