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JHancock Balanced I SVBIX

Analyst rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 23.58  /  1.01 %
  • Total Assets 4.2 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.730%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.84%
  • Turnover 61%

Morningstar’s Analysis SVBIX

Will SVBIX outperform in future?

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

Experienced managers across asset classes.

Associate Director



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.

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