John Hancock Balanced’s seasoned managers execute an approach rooted in thorough bottom-up security selection that’s proven effective. The Process Pillar earns an upgrade to Above Average from Average.
JHancock Balanced A SVBAX
- NAV / 1-Day Return 28.31 / +0.21 %
- Total Assets 5.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.040%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Moderate Allocation
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.34%
- Turnover 62%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0
Morningstar’s Analysis SVBAX
Will SVBAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 4.80 | 251.8 Mil | Technology |
Amazon.com Inc | 4.61 | 241.9 Mil | Consumer Cyclical |
Alphabet Inc Class A | 4.41 | 231.2 Mil | Communication Services |
Broadcom Inc | 2.67 | 139.9 Mil | Technology |
Walmart Inc | 2.53 | 132.7 Mil | Consumer Defensive |
Eli Lilly and Co | 2.37 | 124.0 Mil | Healthcare |
JPMorgan Chase & Co | 2.16 | 113.1 Mil | Financial Services |
Berkshire Hathaway Inc Class B | 2.00 | 104.6 Mil | Financial Services |
Freeport-McMoRan Inc | 1.77 | 92.9 Mil | Basic Materials |
Deere & Co | 1.68 | 88.2 Mil | Industrials |