SVBAX Mutual Fund
SVBAX Mutual Fund
SVBAX Mutual Fund
John Hancock Balanced Fund Class A
SVBAX Mutual Fund Overview
SVBAX Mutual Fund (John Hancock Balanced Fund Class A) is managed by John Hancock Investment Management with $5.75B in net assets. SVBAX expense ratio is 1.02%, holding 1205 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 1992-10-05.
SVBAX performance shows a YTD return of 8.94%. The 1-year return is 13.31% and the 5-year return is 8.04%. SVBAX dividend yield stands at 1.66%, paid quarterly.
SVBAX top holdings include Microsoft Corp (4.7%), Alphabet Inc (4.2%), Amazon.Com Inc (3.7%), Nvidia Corp (3.1%), Broadcom Inc (2.6%). Go to all SVBAX holdings, SVBAX sectors, or SVBAX dividends.
SVBAX can be compared against other funds. Use SVBAX overlap to find shared positions, or SVBAX vs another fund for a side-by-side view. SVBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.