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JHancock Balanced R2 (JBATX)

19.36 Down 0.04(0.21%) Aug 22
Prev Close:19.40
YTD Return*:4.87%
Net Assets*:1.28B
Yield*:2.23%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

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Top Holdings

Symbol% AssetsYTD Return %
QCOM2.04-1.25
AAPL1.9821.07
JPM1.94-1.44
CVS1.708.03
MSFT1.6816.07

Fund Basics

Morningstar Overall Rating:
Total Assets:1.28B
Category:Moderate Allocation
Annual Report Expense Ratio (net):0.98%

Performance & Risk

YTD Return:4.87%
5y Avg Return:10.98%
Rank in Category (ytd):21
% Rank in Category (ytd):2.4%
Beta (3y):1.20
Morningstar Risk Rating:4

Fund Summary

The investment seeks current income, long-term growth of capital and income and preservation of capital. The fund normally invests at least 25% of assets in equity securities and at least 25% of assets in senior debt securities. It allocates its investments among a diversified mix of debt and equity securities. The fund's investments in bonds of any maturity are primarily investment grade (rated BBB or above by Standard & Poor's Ratings Services (S&P) or Baa or above by Moody's Investors Service, Inc. (Moody's) and their unrated equivalents). Although the fund invests primarily in U.S. securities, it may invest up to 35% of assets in foreign securities. View More
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