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Morningstar

JHancock Balanced I SVBIX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 28.28  /  +0.21 %
  • Total Assets 5.2 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.62%
  • 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 SVBIX

Will SVBIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SVBIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SVBIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SVBIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A methodical approach elevates this balanced fund’s Process Pillar.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

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.

by Stephen Margaria
Rated on Published on

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Portfolio Holdings SVBIX

More SVBIX Holdings
  • 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