JHancock Balanced A (SVBAX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.14%|
Performance & Risk
|5y Avg Return:||12.44%|
|Rank in Category (ytd):||22|
|% Rank in Category (ytd):||2.52%|
|Morningstar Risk Rating:||4|
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