John Hancock Balanced Fund Class R2
JBATX
NASDAQ
| Weiss Ratings | JBATX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | JBATX-NASDAQ | Click to Compare |
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| Provider | John Hancock | |||
| Manager/Tenure (Years) | Jeffrey N. Given (20), Michael J. Scanlon (11), Susan Curry (6) | |||
| Website | http://jhinvestments.com | |||
| Fund Information | JBATX-NASDAQ | Click to Compare |
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| Fund Name | John Hancock Balanced Fund Class R2 | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Mar 01, 2012 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JBATX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.43% | |||
| Dividend | JBATX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.91% | |||
| Asset Allocation | JBATX-NASDAQ | Click to Compare |
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| Cash | 0.47% | |||
| Stock | 57.77% | |||
| U.S. Stock | 52.84% | |||
| Non-U.S. Stock | 4.93% | |||
| Bond | 41.11% | |||
| U.S. Bond | 37.21% | |||
| Non-U.S. Bond | 3.90% | |||
| Preferred | 0.51% | |||
| Convertible | 0.13% | |||
| Other Net | 0.00% | |||
| Price History | JBATX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.15% | |||
| 30-Day Total Return | -0.62% | |||
| 60-Day Total Return | -0.80% | |||
| 90-Day Total Return | -0.49% | |||
| Year to Date Total Return | 9.55% | |||
| 1-Year Total Return | 12.82% | |||
| 2-Year Total Return | 27.80% | |||
| 3-Year Total Return | 58.31% | |||
| 5-Year Total Return | 48.61% | |||
| Price | JBATX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | JBATX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $31.70 | |||
| 1-Month High NAV | $32.32 | |||
| 52-Week Low NAV | $28.49 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $32.97 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | JBATX-NASDAQ | Click to Compare |
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| Beta | 0.67 | |||
| Standard Deviation | 8.90 | |||
| Balance Sheet | JBATX-NASDAQ | Click to Compare |
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| Total Assets | 6.85B | |||
| Operating Ratios | JBATX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.11% | |||
| Turnover Ratio | 71.00% | |||
| Performance | JBATX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 21.04% | |||
| Last Bear Market Total Return | -11.87% | |||