Managed Volatility Balanced PortfolioJELBX
Type
Mutual fund
Peer group
Allocation
Net assets
$3.7B
Expense ratio
0.80%
1-year return
+11.3%
3 years, a year
+10.5%
5 years, a year
+4.2%
12-month yield
6.42%
Holdings
46
What it aims to do.
To seek growth of capital and current income while seeking to both manage the volatility of return and limit the magnitude of portfolio losses.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| John Hancock Vit Strategic Equ Jhvit Strat Eqty Alloc-Nav | 18.52% |
| John Hancock Core Bond ETF John Hancock Core Bond ETF | 17.82% |
| Hancock John Sovereign Bd Fd Mutual Fund | 9.28% |
| John Hancock Variable Insurance Trust-Select Bond Trust | 6.38% |
| John Hancock Fundamental Large Jh Fndmntl Lrg Cap Core-Nav | 6.03% |
| John Hancock Disciplined Value Jh Disc Value Select ETF | 4.15% |
| John Hancock Variable Insurance Trust-Core Bond Trust | 3.87% |
| John Hancock Variable Insurance Trust-Blue Chip Growth Trust | 3.52% |
| John Hancock Global Senior Loa Jh Global Senior Loan ETF | 3.47% |
| John Hancock Investment Trust | 2.43% |
More on JELBX.
- JELBX overview
- JELBX holdings
- JELBX risk
- JELBX costs
- JELBX money in and out
- JELBX share classes
- Compare JELBX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.