SVBIX : John Hancock Balanced Fund Class I

SVBIX is a Allocation Market All-In-One with MODERATE fees.

SVBIX

John Hancock Balanced Fund Class I

FI Score

57 /100

Expense Ratio Rating

6 /10

Expense Rating

2 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

57% FI Score
  • svbix
  • Mutual Fund
  • Allocation
  • All-In-One

John Hancock Balanced Fund Class I

Expenses: 0.78% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

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.

Largest Holdings

Amount Holding
4.08% Microsoft Corp
3.80% Amazon.com Inc
3.36% Alphabet Inc A
2.52% Apple Inc
2.10% Walmart Inc
2.10% Comcast Corp Class A
2.04% Verizon Communications Inc
1.97% JPMorgan Chase & Co
1.96% Berkshire Hathaway Inc Class B
1.68% PayPal Holdings Inc
1.65% Cisco Systems Inc
1.55% Dollar General Corp
1.53% United States Treasury Notes 0.5%
1.48% Merck & Co Inc
1.47% Facebook Inc A
1.43% Broadcom Inc
1.36% Lowe's Companies Inc
1.29% Procter & Gamble Co
1.23% United States Treasury Bonds 2.25%
1.19% UnitedHealth Group Inc
1.15% United States Treasury Bonds 3.12%
1.08% Danaher Corp
1.02% Abbott Laboratories
1.01% Eli Lilly and Co
0.95% Johnson & Johnson

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