Nasdaq - Delayed Quote USD

John Hancock Balanced Fund Class B (SVBBX)

23.32 -0.09 (-0.38%)
At close: December 17 at 8:01 PM EST
Key Events
Loading Chart for SVBBX
DELL
  • Previous Close 23.41
  • YTD Return 7.39%
  • Expense Ratio 1.77%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 2.95B
  • Beta (5Y Monthly) 1.07
  • Yield 0.67%
  • 5y Average Return --
  • Holdings Turnover 76.00%
  • Last Dividend 0.02
  • Inception Date Oct 5, 1992

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.

John Hancock

Fund Family

Allocation--50% to 70% Equity

Fund Category

2.95B

Net Assets

1992-10-05

Inception Date

Performance Overview: SVBBX

Trailing returns as of 9/30/2020. Category is Allocation--50% to 70% Equity.

YTD Return

SVBBX
7.39%
Category
9.69%
 

1-Year Return

SVBBX
12.40%
Category
27.06%
 

3-Year Return

SVBBX
8.44%
Category
11.00%
 

5-Year Return

SVBBX
8.77%
Category
10.26%
 

Holdings: SVBBX

Top 10 Holdings (26.12% of Total Assets)

SymbolCompany% Assets
AMZN
Amazon.com, Inc. 4.10%
MSFT
Microsoft Corporation 3.83%
GOOGL
Alphabet Inc. 3.15%
AAPL
Apple Inc. 3.09%
2.88%
CMCSA
Comcast Corporation 2.02%
WMT
Walmart Inc. 1.90%
BRK.B
BRK.B 1.74%
VZ
Verizon Communications Inc. 1.73%
JPM
JPMorgan Chase & Co. 1.68%

Sector Weightings

SectorSVBBX
Technology   21.14%
Healthcare   15.54%
Industrials   5.53%
Energy   2.51%
Real Estate   2.10%
Utilities   0.06%

Related Mutual Fund News

Top Mutual Funds