An experienced trio of managers at John Hancock Balanced wield a distinct approach grounded in fundamental research. The strategy is available as a mutual fund and separate account.
John Hancock Balanced Fund Class C SVBCX
- NAV / 1-Day Return 31.59 / −1.99 %
- Total Assets 6.9B
-
Adj. Expense Ratio
1.720%
- Expense Ratio 1.720%
- 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 0.86%
- Turnover 71%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 12:11 AM GMT+0
Morningstar’s Analysis SVBCX
Will SVBCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 4.07 | 249M | Technology |
Alphabet Inc Class A | 3.70 | 226M | Communication Services |
Amazon.com Inc | 3.37 | 206M | Consumer Cyclical |
JPMorgan Chase & Co | 2.37 | 145M | Financial Services |
Broadcom Inc | 2.35 | 143M | Technology |
Costco Wholesale Corp | 1.73 | 106M | Consumer Defensive |
Eli Lilly and Co | 1.64 | 100M | Healthcare |
Marvell Technology Inc | 1.64 | 100M | Technology |
Berkshire Hathaway Inc Class B | 1.61 | 98M | Financial Services |
NVIDIA Corp | 1.59 | 97M | Technology |
United States