Skip to Content

JHancock Balanced I SVBIX

Analyst rating as of
NAV / 1-Day Return
25.77  /  0.16 %
Total Assets
4.4 Bil
Adj. Expense Ratio
0.770%
Expense Ratio
0.770%
Fee Level
Average
Longest Manager Tenure
15.65 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.33%
Turnover
65%
Premium

Morningstar’s Analysis

Will SVBIX outperform in future?

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

Veteran managers at the helm.

Summary

| |

An experienced group of managers oversee John Hancock Balanced, executing a straightforward approach. The fund earns a Morningstar Analyst Rating of Bronze for its three cheapest share classes, while the pricier shares sit at Neutral.

Unlock our full analysis with Morningstar Premium