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Morningstar

JHancock Balanced I SVBIX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 28.32  /  +0.78 %
  • Total Assets 5.3 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.64%
  • Turnover 62%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

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.

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.

by Stephen Margaria
Rated on Published on

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Portfolio Holdings SVBIX

More SVBIX Holdings
  • 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