Nasdaq - Delayed Quote USD
JHancock Balanced A (SVBAX)
At close: 8:01 PM EST
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Mid Atlantic Capital Corp
- Schwab Institutional
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Commonwealth Universe
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - February 2024
- Mid Atlantic Clearing and Settlement
Fund Summary
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.
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | John Hancock |
| Net Assets | 5.45B |
| YTD Return | 10.25% |
| Yield | 1.48% |
| Morningstar Rating | |
| Inception Date | Sep 08, 2008 |
Performance & Risk
| YTD Return | 12.48% |
| 5y Average Return | 8.86% |
| Rank in Category (ytd) | 52 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
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