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JHancock Balanced C SVBCX

Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 28.94  /  −0.10 %
  • Total Assets 5.4 Bil
  • Adj. Expense Ratio
    1.740%
  • Expense Ratio 1.740%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.72%
  • Turnover 62%

USD | NAV as of Jul 12, 2024 | 1-Day Return as of Jul 12, 2024, 12:28 AM GMT+0

Morningstar’s Analysis SVBCX

Will SVBCX outperform in future?

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

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.

Rated on Published on

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Portfolio Holdings SVBCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 30.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.80 248.5 Mil
Technology

Alphabet Inc Class A

4.75 245.9 Mil
Communication Services

Amazon.com Inc

4.57 236.6 Mil
Consumer Cyclical

Walmart Inc

2.80 145.1 Mil
Consumer Defensive

Broadcom Inc

2.71 140.3 Mil
Technology

Eli Lilly and Co

2.53 130.8 Mil
Healthcare

JPMorgan Chase & Co

2.30 118.7 Mil
Financial Services

Berkshire Hathaway Inc Class B

1.99 103.1 Mil
Financial Services

Freeport-McMoRan Inc

1.85 95.6 Mil
Basic Materials

Deere & Co

1.73 89.4 Mil
Industrials