John Hancock Balanced Fund Class I
SVBIX
NASDAQ
| Weiss Ratings | SVBIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SVBIX-NASDAQ | Click to Compare |
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| Provider | John Hancock | |||
| Manager/Tenure (Years) | Jeffrey N. Given (19), Michael J. Scanlon (10), Susan Curry (5) | |||
| Website | http://jhinvestments.com | |||
| Fund Information | SVBIX-NASDAQ | Click to Compare |
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| Fund Name | John Hancock Balanced Fund Class I | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Mar 01, 2002 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SVBIX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.84% | |||
| Dividend | SVBIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.22% | |||
| Asset Allocation | SVBIX-NASDAQ | Click to Compare |
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| Cash | 0.56% | |||
| Stock | 57.40% | |||
| U.S. Stock | 51.95% | |||
| Non-U.S. Stock | 5.45% | |||
| Bond | 41.43% | |||
| U.S. Bond | 38.41% | |||
| Non-U.S. Bond | 3.02% | |||
| Preferred | 0.42% | |||
| Convertible | 0.19% | |||
| Other Net | 0.00% | |||
| Price History | SVBIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.27% | |||
| 30-Day Total Return | 4.15% | |||
| 60-Day Total Return | 6.75% | |||
| 90-Day Total Return | 10.86% | |||
| Year to Date Total Return | 6.51% | |||
| 1-Year Total Return | 9.37% | |||
| 2-Year Total Return | 30.49% | |||
| 3-Year Total Return | 44.22% | |||
| 5-Year Total Return | 57.34% | |||
| Price | SVBIX-NASDAQ | Click to Compare |
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| 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 | SVBIX-NASDAQ | Click to Compare |
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| Nav | $30.13 | |||
| 1-Month Low NAV | $29.19 | |||
| 1-Month High NAV | $30.13 | |||
| 52-Week Low NAV | $26.00 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $30.21 | |||
| 52-Week High Price (Date) | Dec 16, 2024 | |||
| Beta / Standard Deviation | SVBIX-NASDAQ | Click to Compare |
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| Beta | 0.69 | |||
| Standard Deviation | 11.21 | |||
| Balance Sheet | SVBIX-NASDAQ | Click to Compare |
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| Total Assets | 5.90B | |||
| Operating Ratios | SVBIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.73% | |||
| Turnover Ratio | 67.00% | |||
| Performance | SVBIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.98% | |||
| Last Bear Market Total Return | -11.81% | |||