JHancock Balanced A (SVBAX)
* As of 28-Feb-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|US Treasury Bond 3.125%||1.97||-0.66|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.09%|
Performance & Risk
|5y Avg Return:||10.34%|
|Rank in Category (ytd):||80|
|% Rank in Category (ytd):||8.37%|
|Morningstar Risk Rating:||4|
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