John Hancock Balanced's experienced and tenured management squad backs its Morningstar Analyst Rating of Bronze for its cheapest share classes, while its most expensive share classes continue to earn a Neutral rating.
Will SVBAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SVBAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SVBAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SVBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.