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JHancock Balanced A SVBAX

Analyst rating as of
NAV / 1-Day Return
22.68  /  0.09 %
Total Assets
4.0 Bil
Adj. Expense Ratio
1.030%
Expense Ratio
1.030%
Fee Level
Average
Longest Manager Tenure
16.08 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.38%
Turnover
65%

Morningstar’s Analysis

Will SVBAX outperform in future?

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

Veteran managers at the helm.

Summary

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An experienced group of managers oversee John Hancock Balanced, executing a straightforward approach. The fund earns a Morningstar Analyst Rating of Bronze for its three cheapest share classes, while the pricier shares sit at Neutral.

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