John Hancock Balanced’s seasoned managers execute an approach rooted in thorough bottom-up security selection that’s proven effective. The Process Pillar earns an upgrade to Above Average from Average.
JHancock Balanced A SVBAX
- NAV / 1-Day Return 27.22 / −0.04 %
- Total Assets 5.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.040%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Moderate Allocation
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.31%
- Turnover 62%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:18 PM GMT+0
Morningstar’s Analysis SVBAX
Will SVBAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 31.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 5.35 | 258.8 Mil | Technology |
Amazon.com Inc | 4.81 | 232.8 Mil | Consumer Cyclical |
Alphabet Inc Class A | 4.29 | 207.5 Mil | Communication Services |
Eli Lilly and Co | 3.05 | 147.6 Mil | Healthcare |
Broadcom Inc | 3.00 | 145.3 Mil | Technology |
Walmart Inc | 2.68 | 129.7 Mil | Consumer Defensive |
JPMorgan Chase & Co | 2.30 | 111.2 Mil | Financial Services |
Berkshire Hathaway Inc Class B | 2.23 | 107.8 Mil | Financial Services |
Apple Inc | 1.82 | 88.3 Mil | Technology |
Deere & Co | 1.71 | 83.0 Mil | Industrials |