John Hancock Balanced's experienced and tenured management squad backs its Morningstar Analyst Rating of Bronze for its cheapest share classes, while its most expensive share classes continue to earn a Neutral rating.
JHancock Balanced I SVBIX
NAV / 1-Day Return
26.69
/
0.26
%
Total Assets
4.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.770%
Expense Ratio
0.770%
Fee Level
Average
Longest Manager Tenure
15.14
years
Category
Allocation--50% to 70% Equity
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
1.38%
Turnover
89%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will SVBIX 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 SVBIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the SVBIX 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 SVBIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Some turnover but still in experienced hands.
