Income Allocation is trading at 9.46 as of the 20th of November 2025; that is 0.32% down since the beginning of the trading day. The fund's open price was 9.49. Income Allocation has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of October 2025 and ending today, the 20th of November 2025. Click here to learn more.
The fund has significant flexibility to achieve its investment objective and invests in a broad range of income-producing securities. Under normal market circumstances the fund invests in a broad range of income-producing securities across asset classes as market conditions warrant, but the fund may invest up to 100 percent of its assets in fixed-income securities and may invest up to 70 percent of its assets in equity securities from time to time to adjust to prevailing market conditions.. More on Income Allocation Fund
Income Allocation Fund [JIAFX] is traded in USA and was established 20th of November 2025. Income Allocation is listed under John Hancock category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of John Hancock family. This fund currently has accumulated 118.62 M in assets under management (AUM) with no minimum investment requirementsIncome Allocation is currently producing year-to-date (YTD) return of 7.53% with the current yeild of 0.05%, while the total return for the last 3 years was 7.96%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Income Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Income Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Income Allocation Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Income Allocation Fund Mutual Fund Constituents
Other Information on Investing in Income Mutual Fund
Income Allocation financial ratios help investors to determine whether Income Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Income with respect to the benefits of owning Income Allocation security.