Advertisement
Skip to Content
Morningstar

JHancock Balanced I SVBIX

Morningstar Analyst Rating
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
    0.730%
  • 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%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 12:27 AM GMT+00:00

Morningstar’s Analysis SVBIX

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.

Experienced managers across asset classes.

Associate Director

Summary

| by Adam Millson

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.

Unlock our full analysis with Morningstar Investor