4 / 5 Stars
5 5 3 3 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#57 in Moderate Allocation
U.S. News evaluated 249 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 17.23 percent over the past year, 10.29 percent over the past three years, 12.75 percent over the past five years, and 8.98 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||15.9%|
|3 Years (Annualized)||10.3%|
|5 Years (Annualized)||12.8%|
|10 Years (Annualized)||9.0%|
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.
Fees are Above Average compared to funds in the same category.
John Hancock Balanced Fund has an expense ratio of 1.18 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.