John Hancock Balanced Fund Class R6
JBAWX
NASDAQ
| Weiss Ratings | JBAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | JBAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | John Hancock | |||
| Manager/Tenure (Years) | Jeffrey N. Given (20), Michael J. Scanlon (11), Susan Curry (6) | |||
| Website | http://jhinvestments.com | |||
| Fund Information | JBAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | John Hancock Balanced Fund Class R6 | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Sep 01, 2011 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | JBAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.79% | |||
| Dividend | JBAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.87% | |||
| Asset Allocation | JBAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.38% | |||
| Stock | 57.48% | |||
| U.S. Stock | 53.09% | |||
| Non-U.S. Stock | 4.39% | |||
| Bond | 41.55% | |||
| U.S. Bond | 37.68% | |||
| Non-U.S. Bond | 3.87% | |||
| Preferred | 0.59% | |||
| Convertible | 0.13% | |||
| Other Net | 0.00% | |||
| Price History | JBAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.46% | |||
| 30-Day Total Return | -1.56% | |||
| 60-Day Total Return | 0.72% | |||
| 90-Day Total Return | -0.32% | |||
| Year to Date Total Return | 10.36% | |||
| 1-Year Total Return | 13.89% | |||
| 2-Year Total Return | 30.40% | |||
| 3-Year Total Return | 55.69% | |||
| 5-Year Total Return | 50.60% | |||
| Price | JBAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | JBAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $31.81 | |||
| 1-Month High NAV | $32.62 | |||
| 52-Week Low NAV | $28.52 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $33.02 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | JBAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.67 | |||
| Standard Deviation | 9.19 | |||
| Balance Sheet | JBAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 6.94B | |||
| Operating Ratios | JBAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.61% | |||
| Turnover Ratio | 71.00% | |||
| Performance | JBAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 21.50% | |||
| Last Bear Market Total Return | -11.77% | |||