John Hancock Balanced Fund

Shareclass

JHancock Balanced R2 (JBATX)

Type

Open-end mutual fund

Manager

John Hancock

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

percentile

Universe: Groups

Group: Allocation Funds

Ranking: 90 out of 683 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. AstraZeneca PLC
0.48% of assets
$27.64M invested
2. Procter & Gamble Co
1.1% of assets
$63.61M invested
3. Schneider Electric SE
0.57% of assets
$33.03M invested
4. Cummins Inc
0.92% of assets
$53M invested
5. JPMorgan Chase & Co
2.66% of assets
$153.35M invested
6. Wells Fargo & Co 7 1/2 % Non Cum Perp Conv Pfd Shs -A- Series -L-
<0.01% of assets
$178,335 invested
7. PayPal Holdings Inc
0.79% of assets
$45.36M invested
8. The Goldman Sachs Group Inc
0.59% of assets
$34.28M invested
9. Microsoft Corp
5% of assets
$288.45M invested
10. Tomra Systems ASA
0.15% of assets
$8.83M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Viking Holdings Ltd
0.36% of assets
$20.63M invested
2. Berkshire Hathaway Inc Class B
1.89% of assets
$108.74M invested
3. Broadcom Inc
2.9% of assets
$167.14M invested
4. Marvell Technology Inc
1.05% of assets
$60.51M invested
5. Dick's Sporting Goods Inc
1.07% of assets
$61.49M invested
6. Digital Realty Trust Inc
0.5% of assets
$29.07M invested
7. Micron Technology Inc
1.54% of assets
$88.62M invested
8. Valero Energy Corp
0.94% of assets
$54.21M invested
9. Zebra Technologies Corp Class A
0.57% of assets
$33.16M invested
10. Arista Networks Inc
0.67% of assets
$38.41M invested

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Financial performance

Performance data provided by

Find more financial data on JBATX at Morningstar.com

Gender Equality and Returns

Returns chart for John Hancock Balanced Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

JBATX

John Hancock Balanced Fund

Family

John Hancock

Category

Moderate Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

5.26% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

JBATX

John Hancock Balanced Fund

Family

John Hancock

Category

Moderate Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

5.26% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

JBATX

John Hancock Balanced Fund

Family

John Hancock

Category

Moderate Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

5.26% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
JBATX - John Hancock Balanced Fund

3.37%

5.32%

10%

7.2%

55 / 100 points

Benchmark

8.22%

9.03%

19%

12%

55 / 100 points

Fund compared to benchmark

-4.85%

-3.71%

-8.1%

-5.26%

Same

Find more financial data on JBATX at Morningstar.com

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