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JHancock Balanced A (SVBAX)

18.56 Up 0.12(0.65%) Apr 16
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Prev Close:18.44
YTD Return*:2.29%
Net Assets*:1.23B
Yield*:2.09%

* As of 31-Mar-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
QCOM2.228.35
JPM2.084.39
MSFT1.8211.47
GOOG1.751.27
AAPL1.73-2.91

Fund Basics

Morningstar Overall Rating:
Total Assets:1.23B
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.14%

Performance & Risk

YTD Return:2.29%
5y Avg Return:14.00%
Rank in Category (ytd):21
% Rank in Category (ytd):2.28%
Beta (3y):1.19
Morningstar Risk Rating:4

Fund Summary

The investment seeks current income, long-term growth of capital and income and preservation of capital. The fund normally invests at least 25% of assets in equity securities and at least 25% of assets in senior debt securities. It allocates its investments among a diversified mix of debt and equity securities. The fund's investments in bonds of any maturity are primarily investment grade (rated BBB or above by Standard & Poor's Ratings Services (S&P) or Baa or above by Moody's Investors Service, Inc. (Moody's) and their unrated equivalents). Although the fund invests primarily in U.S. securities, it may invest up to 35% of assets in foreign securities. View More
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