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John Hancock Fds, Balanced Fd Class R4: (MF: JBAFX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:03 PM ET

$29.47 USD

+0.02 (0.07%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.11 44
3 months 2.56 61
6 months 9.67 17
1 Year 16.91 21
3 Year 16.56 11
5 Year 9.03 18
10 Year 10.33 18

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 442.17

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.78
5 Year 8.51
10 Year 9.58
Since Inception 8.81

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.86 8.38 5.00 3.67
2024 7.44 2.05 2.85 0.62
2023 4.81 4.98 -2.29 10.16
2022 -5.43 -11.85 -4.42 5.87
2021 2.15 6.17 0.62 5.05

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.1115.7813.4818.44-15.6514.6516.1921.46-4.8214.108.26
% Total Return Rel to Index 0.41-2.43-11.54-7.802.55-14.02-2.21-10.02-0.43-7.69-3.67
% Total Return Rel to Peer 0.182.601.844.48-1.891.464.912.690.740.941.91
% Perf Quintile vs Peer* 3.001.000.001.003.003.001.002.003.003.002.00
% Dividends 0.000.550.480.420.390.330.350.340.370.360.34
% Yield 0.001.621.541.801.651.121.371.501.841.641.73
Capital Gains ($) 0.003.140.630.000.000.450.070.151.110.480.00
Expense Ratio 0.000.860.870.880.870.880.900.920.920.920.92

* 1 = Top 20%, 5 = Bottom 20%