Nasdaq - Delayed Quote USD

JHancock Balanced A (SVBAX)

29.19 +0.05 (+0.17%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 29.14
  • YTD Return 12.64%
  • Expense Ratio 1.04%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 5.56B
  • Beta (5Y Monthly) 0.94
  • Yield 1.44%
  • 5y Average Return --
  • Holdings Turnover 62.00%
  • Last Dividend 0.29
  • Inception Date Sep 8, 2008

Under normal market conditions, the fund invests at least 25% of assets in equity securities and at least 25% of assets in senior debt securities. The fund allocates its investments among a diversified mix of debt and equity securities, including securities of other investment companies that invest in debt and equity securities.

John Hancock

Fund Family

Allocation--50% to 70% Equity

Fund Category

5.56B

Net Assets

2008-09-08

Inception Date

Performance Overview: SVBAX

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Trailing returns as of 10/17/2024. Category is Allocation--50% to 70% Equity.

YTD Return

SVBAX
12.64%
Category
9.69%
?

1-Year Return

SVBAX
24.06%
Category
27.06%
?

3-Year Return

SVBAX
5.59%
Category
11.00%
?

5-Year Return

SVBAX
9.32%
Category
10.26%
?

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Holdings: SVBAX

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Top 10 Holdings (29.56% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 4.89%
GOOGL
Alphabet Inc. 4.32%
AMZN
Amazon.com, Inc. 4.27%
WMT
Walmart Inc. 3.04%
LLY
Eli Lilly and Company 2.73%
AVGO
Broadcom Inc. 2.71%
JPM
JPMorgan Chase & Co. 2.35%
BRK-B
Berkshire Hathaway Inc. 2.11%
DE
Deere & Company 1.64%
LOW
Lowe's Companies, Inc. 1.52%

Sector Weightings

Recent News: SVBAX

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Research Reports: SVBAX

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