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    JHancock Balanced A (SVBAX)

    18.91 Up 0.02(0.11%) Mar 27
    Prev Close:18.89
    YTD Return*:2.02%
    Net Assets*:1.51B
    Yield*:2.05%

    * As of 28-Feb-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    ยป More Headlines for SVBAX

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL2.116.93
    US Treasury Bond 3.125%1.97-0.66
    VZ1.8112.52
    JPM1.757.68
    PFE1.50-1.69

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.51B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.09%

    Performance & Risk

    YTD Return:2.02%
    5y Avg Return:10.34%
    Rank in Category (ytd):80
    % Rank in Category (ytd):8.37%
    Beta (3y):1.05
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks current income, long-term growth of capital and income and preservation of capital. 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. View More
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