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John Hancock Balanced Fund Class R2 (JBATX)

US Funds

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29.310 -0.010 -0.03%

05/06 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 8.86M

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JBATX Holdings

Comprehensive information about top holdings and Key Holding Information for the John Hancock Balanced Fund Class R2 (JBATX) fund. Our John Hancock Balanced Fund Class R2 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Shares	59.260	59.260
Bonds	40.170	40.170
Convertible	0.150	0.150
Preferred	0.420	0.420

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.409	18.440
Price to Book	3.855	3.221
Price to Sales	1.934	2.207
Price to Cash Flow	14.024	12.221
Dividend Yield	1.347	1.939
5 Years Earnings Growth	12.266	11.217

Sector Allocation

Name	Net %	Category Average
Technology	22.430	23.900
Consumer Cyclical	14.420	9.977
Healthcare	13.750	13.103
Financial Services	13.250	15.863
Industrials	9.080	10.124
Consumer Defensive	8.110	6.056
Communication Services	7.750	7.492
Energy	5.370	4.977
Basic Materials	3.910	3.177
Real Estate	1.930	3.397

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 971

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.06	470.38	+0.58%
Alphabet A	US02079K3059	4.59	173.68	+3.25%
Amazon.com	US0231351067	4.52	213.57	+2.72%
Broadcom	US11135F1012	3.13	246.93	-5.00%
Walmart	US9311421039	3.00	97.47	-0.50%
Eli Lilly	US5324571083	2.39	769.88	+0.55%
JPMorgan	US46625H1005	2.35	265.73	+1.44%
Berkshire Hathaway B	US0846707026	2.03	493.53	+0.98%
Deere&Company	US2441991054	1.75	519.99	+1.81%
Lowe’s	US5486611073	1.62	225.27	-1.02%

Top Equity Funds by John Hancock

Name	Total Assets	YTD%	3Y%	10Y%
JHancock Disciplined Value Mid Cap	13.65B	-4.23	6.73	8.41
JHancock Disciplined Value I	7.98B	-2.09	8.94	8.76
John Hancock Variable Insurance Tri	7.47B	-5.03	11.81	11.97
JHVIT Strategic Equity Allocation T	6.85B	-0.28	10.33	9.07
JHancock Disciplined Value Mid Cap6	6.1B	-4.19	6.85	8.53

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