John Hancock Balanced Fund Class R4 (JBAFX)

Overview

This fund is designed for investors seeking to outperform the MSCI All Country World ex-USA Growth Index through equity investments. It operates with a strategy to allocate at least 80% of its total assets towards equity investments, focusing on a diversified portfolio of foreign companies. These companies are from both developed and emerging markets outside of the U.S., typically boasting a market capitalization of over $3 billion. The fund's investment philosophy is based on the belief in achieving higher returns by carefully selecting equities that show promise for growth, steering clear of the limitations of solely U.S.-based investments.

Products and Services

The fund offers a range of investment products centered around equity investments in foreign markets. Below are the primary services provided:

• Equity Investments in Developed and Emerging Markets

This core service involves investing in a broad array of equity securities from foreign companies situated in both developed and emerging markets outside of the United States. With a strategic focus on companies with a substantial market presence, indicated by a market capitalization of over $3 billion, the fund aims to tap into the growth potential of diverse global markets beyond the traditional U.S. landscape.

• Diverse Portfolio Strategy

The fund commits to a diversified investment approach, aiming to minimize risks while maximizing returns. By spreading investments across various sectors and geographical locations, the fund seeks to provide investors with a balanced exposure to the potential upsides of international equity markets, all while staying aligned with the goal of outperforming the MSCI All Country World ex-USA Growth Index.