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 (6) | |||
| 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 | 1.88% | |||
| Dividend | SVBIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.08% | |||
| Asset Allocation | SVBIX-NASDAQ | Click to Compare |
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| Cash | 0.01% | |||
| Stock | 58.53% | |||
| U.S. Stock | 53.04% | |||
| Non-U.S. Stock | 5.49% | |||
| Bond | 40.80% | |||
| U.S. Bond | 37.18% | |||
| Non-U.S. Bond | 3.62% | |||
| Preferred | 0.49% | |||
| Convertible | 0.17% | |||
| Other Net | 0.00% | |||
| Price History | SVBIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.59% | |||
| 30-Day Total Return | -1.61% | |||
| 60-Day Total Return | -1.64% | |||
| 90-Day Total Return | -0.17% | |||
| Year to Date Total Return | 0.16% | |||
| 1-Year Total Return | 20.92% | |||
| 2-Year Total Return | 23.36% | |||
| 3-Year Total Return | 48.46% | |||
| 5-Year Total Return | 47.32% | |||
| 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 | $29.25 | |||
| 1-Month Low NAV | $28.47 | |||
| 1-Month High NAV | $29.99 | |||
| 52-Week Low NAV | $26.00 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $32.86 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | SVBIX-NASDAQ | Click to Compare |
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| Beta | 0.67 | |||
| Standard Deviation | 8.55 | |||
| Balance Sheet | SVBIX-NASDAQ | Click to Compare |
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| Total Assets | 6.18B | |||
| Operating Ratios | SVBIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.72% | |||
| Turnover Ratio | 71.00% | |||
| Performance | SVBIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.98% | |||
| Last Bear Market Total Return | -11.81% | |||