Morningstar

John Hancock Balanced Fund Class A SVBAX

Morningstar Medalist Rating
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Medalist Rating as of See John Hancock Investment Hub
  • NAV / 1-Day Return $31.79  /  −0.16 %
  • Fund Size $6.9B
  • Adjusted Expense Ratio 1.020%
  • Net Expense Ratio 1.020%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.51%
  • Turnover Ratio 71%
NAV and 1-Day Return as of

Morningstar’s Analysis SVBAX

Will SVBAX outperform in the future?

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

  • Process Pillar

    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.

  • People Pillar

    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.

  • Parent Pillar

    The Parent Pillar is our rating of SVBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid process, executed well, gives this allocation fund an edge.

Director Janet Yang Rohr

Janet Yang Rohr

Director

Summary

Investors in John Hancock Balanced benefit from a well-regarded team carrying out a sound, fundamental research process.

by Janet Yang Rohr
Rated on Published on

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Portfolio Holdings SVBAX

More SVBAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.13 352M
Technology

Alphabet Inc Class A

3.99 274M
Communication Services

Amazon.com Inc

3.56 245M
Consumer Cyclical

NVIDIA Corp

2.94 202M
Technology

Broadcom Inc

2.43 167M
Technology

JPMorgan Chase & Co

2.42 167M
Financial Services

Costco Wholesale Corp

2.07 142M
Consumer Defensive

Eli Lilly and Co

1.70 117M
Healthcare

Advanced Micro Devices Inc

1.69 116M
Technology

Berkshire Hathaway Inc Class B

1.63 112M
Financial Services

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