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JHancock Balanced A SVBAX

Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 26.79  /  0.19 %
  • Total Assets 4.9 Bil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • 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 1.46%
  • Turnover 62%

Morningstar’s Analysis SVBAX

Will SVBAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A methodical approach elevates this balanced fund’s Process Pillar.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

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.

Rated on Published on

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Portfolio Holdings SVBAX

  • Current Portfolio Date
  • Equity Holdings 54
  • Bond Holdings 771
  • Other Holdings 21
  • % Assets in Top 10 Holdings 29.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
5.11
240,920,179
Technology
4.55
214,385,316
Communication Services
4.35
204,958,551
Consumer Cyclical
2.71
127,687,838
Technology
2.53
119,046,402
Consumer Defensive
2.48
116,904,023
Healthcare
2.21
104,088,272
Financial Services
2.04
96,263,460
Technology
2.04
96,147,333
Financial Services
1.83
86,349,329
Basic Materials