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John Hancock Balanced Fund Class R1 (JBAOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.36+0.07 (+0.30%)
As of 09:00PM EDT. Market open.

John Hancock Balanced Fund Class R1

John Hancock Investment Trust

601 Congress Street

Boston MA 02210

888-972-8696
Management information
Jeffrey N. Given,Lead manager since 5 June 2006
Jeffrey N. Given, CFA, is a senior managing director and senior portfolio manager and co-head of the US Core and Core Plus Fixed Income Team at Manulife Investment Management. He is responsible for Securitized, Core and Core Plus Fixed Income, Government Bond and Municipal Bond strategies. Prior to joining the portfolio management team, Jeff was focused on research and trading in mortgage-backed securities within the Manulife fixed income teams. Education:  Boston University, BS in Business Administration; Boston College, MS in Finance Joined Company:  1993 Began Career:  1993
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryAllocation--50% to 70% Equity
Fund familyJohn Hancock
Net assets2.95B
YTD return7.68%
Yield1.02%
Morningstar rating★★★★
Inception date7 Sept 2008

Fund operations

Last dividend0.05
Last cap gain0.00
Holdings turnover76.00%
Average for categoryN/A

Fees and expenses

ExpenseJBAOXCategory average
Annual report expense ratio (net)1.42%0.84%
Prospectus net expense ratio1.42%N/A
Prospectus gross expense ratio1.43%N/A
Max 12b1 fee0.50%N/A
Max front end sales loadN/A5.07%
Max deferred sales loadN/A1.48%
3-yr expense projection451N/A
5-yr expense projection781N/A
10-yr expense projection1,712N/A