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JHancock Balanced C SVBCX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See John Hancock Investment Hub

Morningstar’s Analysis SVBCX

Will SVBCX outperform in 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 SVBCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SVBCX 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 SVBCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Stephen Margaria
Rated on Published on

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