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 Dow Down 0.16% Nasdaq Up 0.40%

JHancock Balanced A (SVBAX)

19.39 Up 0.03(0.15%) Jul 23
Prev Close:19.36
YTD Return*:6.25%
Net Assets*:1.29B
Yield*:2.06%

* As of 30-Jun-14

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

Top Holdings

Symbol% AssetsYTD Return %
QCOM2.048.42
AAPL1.9817.82
JPM1.940.43
CVS1.707.01
MSFT1.6813.42

Fund Basics

Morningstar Overall Rating:
Total Assets:1.29B
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.14%

Performance & Risk

YTD Return:6.25%
5y Avg Return:12.44%
Rank in Category (ytd):22
% Rank in Category (ytd):2.52%
Beta (3y):1.20
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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