John Hancock Balanced Fund Class C
SVBCX
NASDAQ
| Weiss Ratings | SVBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SVBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | John Hancock | |||
| Manager/Tenure (Years) | Jeffrey N. Given (20), Michael J. Scanlon (11), Susan Curry (6) | |||
| Website | http://jhinvestments.com | |||
| Fund Information | SVBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | John Hancock Balanced Fund Class C | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | May 03, 1999 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | SVBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.88% | |||
| Dividend | SVBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.91% | |||
| Asset Allocation | SVBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.47% | |||
| Stock | 57.77% | |||
| U.S. Stock | 52.84% | |||
| Non-U.S. Stock | 4.93% | |||
| Bond | 41.11% | |||
| U.S. Bond | 37.21% | |||
| Non-U.S. Bond | 3.90% | |||
| Preferred | 0.51% | |||
| Convertible | 0.13% | |||
| Other Net | 0.00% | |||
| Price History | SVBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.15% | |||
| 30-Day Total Return | -0.65% | |||
| 60-Day Total Return | -0.93% | |||
| 90-Day Total Return | -0.62% | |||
| Year to Date Total Return | 9.05% | |||
| 1-Year Total Return | 12.14% | |||
| 2-Year Total Return | 26.23% | |||
| 3-Year Total Return | 55.40% | |||
| 5-Year Total Return | 44.04% | |||
| Price | SVBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | SVBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $31.68 | |||
| 1-Month High NAV | $32.25 | |||
| 52-Week Low NAV | $28.47 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $32.92 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | SVBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.67 | |||
| Standard Deviation | 8.86 | |||
| Balance Sheet | SVBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 6.85B | |||
| Operating Ratios | SVBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.72% | |||
| Turnover Ratio | 71.00% | |||
| Performance | SVBCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 20.40% | |||
| Last Bear Market Total Return | -12.00% | |||