John Hancock Balanced Fund Class I
SVBIX
NASDAQ
| Weiss Ratings | SVBIX-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 | SVBIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.72% | |||
| Dividend | SVBIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.08% | |||
| Asset Allocation | SVBIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.00% | |||
| Stock | 59.31% | |||
| U.S. Stock | 53.96% | |||
| Non-U.S. Stock | 5.35% | |||
| Bond | 40.08% | |||
| U.S. Bond | 36.89% | |||
| Non-U.S. Bond | 3.19% | |||
| Preferred | 0.44% | |||
| Convertible | 0.17% | |||
| Other Net | 0.00% | |||
| Price History | SVBIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.43% | |||
| 30-Day Total Return | 1.79% | |||
| 60-Day Total Return | 2.30% | |||
| 90-Day Total Return | 2.42% | |||
| Year to Date Total Return | 15.04% | |||
| 1-Year Total Return | 15.31% | |||
| 2-Year Total Return | 31.28% | |||
| 3-Year Total Return | 55.11% | |||
| 5-Year Total Return | 51.84% | |||
| Price | SVBIX-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 | SVBIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $32.39 | |||
| 1-Month Low NAV | $31.70 | |||
| 1-Month High NAV | $32.86 | |||
| 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 |
Click to Compare |
Click to Compare |
| Beta | 0.69 | |||
| Standard Deviation | 9.17 | |||
| Balance Sheet | SVBIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 6.38B | |||
| Operating Ratios | SVBIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.73% | |||
| Turnover Ratio | 67.00% | |||
| Performance | SVBIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 9.98% | |||
| Last Bear Market Total Return | -11.81% | |||