Seasoned managers with complementary skillsets across asset classes support a continued Morningstar Analyst Rating of Bronze for the three cheapest share classes of John Hancock Balanced. The fund’s four pricier share classes remain at Neutral.
- NAV / 1-Day Return 23.86 / 0.29 %
- Total Assets 4.3 Bil
-
Adj. Expense Ratio
1.730%
- Expense Ratio 1.730%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 0.91%
- Turnover 61%
Morningstar’s Analysis SVBCX
Will SVBCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 56
- Bond Holdings 784
- Other Holdings 24
- % Assets in Top 10 Holdings 28.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector