Properties (51)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
mutual fund
|
| gptkbp:annualVisitors |
8% (average over 10 years)
|
| gptkbp:awards |
mixed asset
|
| gptkbp:distribution |
dividends
monthly |
| gptkbp:financialPerformance |
outperformed benchmark in 2020
consistent returns over the last decade underperformed benchmark in 2018 |
| gptkbp:financials |
taxable
automatic reinvestment of dividends |
| gptkbp:funding |
gptkb:Emily_T._Brown
gptkb:Laura_K._White gptkb:Robert_A._Green gptkb:Michael_J._Lee gptkb:Angela_R._Davis gptkb:John_D._McCarthy gptkb:Thomas_H._Wilson gptkb:David_R._Smith gptkb:Sarah_L._Johnson gptkb:Jessica_M._Taylor Mark A. McGowan 4 stars (Morningstar) open-end fund 60% equities, 40% bonds |
| gptkbp:hasFunding |
$1,000
|
| https://www.w3.org/2000/01/rdf-schema#label |
John Hancock Balanced Fund
|
| gptkbp:inception |
1992-01-01
|
| gptkbp:investmentFocus |
gptkb:John_Hancock_Funds
balanced credit risk market risk interest rate risk growth and value income and capital appreciation $1,000 for regular accounts $250 for retirement accounts long-term capital appreciation and income |
| gptkbp:managedBy |
gptkb:John_Hancock_Investment_Management
|
| gptkbp:manager |
0.50%
|
| gptkbp:market |
Class A
Class I Class C |
| gptkbp:navigationEquipment |
$15.23
|
| gptkbp:operational_status |
0.75%
|
| gptkbp:performance |
60% S&P 500, 40% Bloomberg Barclays U.S. Aggregate Bond Index
|
| gptkbp:portfolioCompany |
30%
fixed income equities |
| gptkbp:riskManagement |
moderate
|
| gptkbp:totalGoals |
$2 billion
|
| gptkbp:weight |
no-load
|