John Hancock Balanced Fd Cl A: (MF: SVBAX)

NAV

$18.07

NAV Day Change

-0.03 (-0.17%)

May 16 06:06 PM ET

                General Information As Of 04/30/13
            
		%Yield
		1.79
	
		%SEC Yield
		NA
	
		%YTD Return (as of 04/30/13)
		9.03
	
		Objective*
		Balanced
	
		Peer*
		BA LG
	
                *Key
            
                Portfolio Statistics
            
		%Unrealized Gain YTD
		   16.10
	
		Net Assets (Mil $) 04/30/2013
		545.88
	
		%Turnover 04/30/2013
		65.00
	
                Fees
            
		%Max Sales Load
		    5.00
	
		%Min Sales Load
		     .00
	
		%Max Deferred Load
		NA
	
                Expenses
            
		%Max 12b-1 Fee
		0.30
	
		%Max Management Fee
		0.60
	
		Redemption Fee
		NA
	
		Expense Ratio
		1.18
	
                Allocation
            
		Large Growth
		43.49
	
		Large Value
		17.42
	
		Small Growth
		0.00
	
		Small Value
		0.00
	
		Foreign Stock
		7.70
	
		Emerging Market
		0.00
	
		Precious Metal
		0.00
	
		Intermediate Bond
		0.00
	
		Foreign Bond
		0.00
	
		High Yield Bond
		27.56
	
                Portfolio Information
            
Composition
                        
		As of 01/31/2013
		%of Net Assets
	
		Stock
		65.03
	
		Cash
		0.01
	
		Bonds
		30.98
	
		Preferred
		2.35
	
		Convertibles
		0.00
	
		Foreign Stock
		2.64
	
		Foreign Bonds
		0.00
	
		Hedge
		0.00
	
		Other
		1.63
	
                Sector / Country Weightings
            
		As of 04/30/2013
		% of Portfolio
	
		Other
		35.85
	
		Technology
		16.82
	
		Finance
		13.10
	
		Industrial Cyclical
		7.56
	
		Non-Durable
		7.23
	
		Health
		6.06
	
		Energy
		4.90
	
		Retail Trade
		3.64
	
		Utilities
		3.28
	
		Consumer Durables
		0.85
	
		Services
		0.71
	
                Portfolio Holdings
            
		Top Equity Holdings (As of 10/31/2012)
		% of Portfolio
		Value (Mil$)
	
		APPLE INC
		2.83
		27.80
	
		MICROSOFT CORP
		2.76
		27.13
	
		QUALCOMM INC
		2.30
		22.61
	
		METLIFE INC
		1.88
		18.43
	
		JPMORGAN CHASE + CO
		1.86
		18.22
	
		PEPSICO INC
		1.73
		16.98
	
		GOOGLE INC CL A
		1.62
		15.90
	
		CVS CAREMARK CORP
		1.58
		15.56
	
		UNITED TECHNOLOGIES CORP
		1.56
		15.34
	
            Contact Information
        
		Family
		John Hancock
	
		Addrerss
		601 Congress Street
Boston, MA 02210-2805
	
		Phone
		800 225-5291

As of 04/30/2013	% of Portfolio
Other	35.85
Technology	16.82
Finance	13.10
Industrial Cyclical	7.56
Non-Durable	7.23
Health	6.06
Energy	4.90
Retail Trade	3.64
Utilities	3.28
Consumer Durables	0.85
Services	0.71

Top Equity Holdings (As of 10/31/2012)	% of Portfolio	Value (Mil$)
APPLE INC	2.83	27.80
MICROSOFT CORP	2.76	27.13
QUALCOMM INC	2.30	22.61
METLIFE INC	1.88	18.43
JPMORGAN CHASE + CO	1.86	18.22
PEPSICO INC	1.73	16.98
GOOGLE INC CL A	1.62	15.90
CVS CAREMARK CORP	1.58	15.56
UNITED TECHNOLOGIES CORP	1.56	15.34

                Zacks Premium Research
            
Zacks Mutual Fund Rank: 3 - Hold 
                        
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

                                Zacks Rank
                                        Definition
                                    
#1
                                        Strong Buy
                                    
#2
                                        Buy
                                    
#3
                                        Hold
                                    
#4
                                        Sell
                                    
#5
                                        Strong Sell
                                    
Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank
                            
#3
 
Find similar funds that have a Mutual Fund Rank.

                Fund Description
            
The fund was incepted in October 1992 and is managed by John Hancock Advisers, LLC. The fund seeks current income, long-term growth of capital and income and preservation of capital. The fund invests at least 25% of assets in equity securities and at least 25% of assets in senior debt securities. The fund pays dividends quarterly and capital gains annually.

                Stock Holding % of Net Assets
            
		As Of
		01/31/2013
	
		Total Issues
		95
	
		Avg. P/E
		27.82
	
		Avg. P/Book
		4.03
	
		Avg. EPS Growth
		13.85
	
		Avg. Market Value (Mil $)
		101,955
	
            Risk
        
		3 Year
		5 Year
		10 Year
	
		Beta
		0.74
		0.71
		0.67
	
		Alpha
		-0.68
		0.45
		2.77
	
		R Squared
		0.93
		0.88
		0.80
	
		Std. Dev.
		11.45
		14.16
		11.13
	
		Sharpe
		0.81
		0.37
		2.00
	
                Shareholder Information
            
		Manager
		Team Managed
	
		Since
		NA
	
		Manager Rating
		NA
	
		Inception Date
		10/05/1992
	
		Shareholders
		NA
	
		Dividends Paid
		Q
	
		Minimum Initial Investment
		$2,500
	
		Minimum Subsequent Investment
		$0
	
		IRA Minimum
		$0
	
                                IRA Available
                                Y
                                Check Writing
                                N
                                Phone Invest
                                Y
                            
                                Phone Exchange
                                Y
                                Phone Redeem
                                Y
                                Auto Invest
                                Y
                            
                                Wire Redeem
                                Y
                                Wire Fee
                                Y
                                Wire Transfer
                                Y

Username: Password:

Remember me [?]

Forgot Password

New Member

John Hancock Balanced Fd Cl A: (MF: SVBAX)

NAV

$18.07

NAV Day Change

-0.03 (-0.17%)

May 16 06:06 PM ET

General Information As Of 04/30/13

Portfolio Statistics

Fees

Expenses

Allocation

Portfolio Information

Composition

Sector / Country Weightings

Portfolio Holdings

Contact Information

Zacks Premium Research

Fund Description

Stock Holding % of Net Assets

Risk

Shareholder Information

%Yield	1.79
%SEC Yield	NA
%YTD Return (as of 04/30/13)	9.03
Objective*	Balanced
Peer*	BA LG

%Unrealized Gain YTD	16.10
Net Assets (Mil $) 04/30/2013	545.88
%Turnover 04/30/2013	65.00

%Max 12b-1 Fee	0.30
%Max Management Fee	0.60
Redemption Fee	NA
Expense Ratio	1.18

Large Growth	43.49
Large Value	17.42
Small Growth	0.00
Small Value	0.00
Foreign Stock	7.70
Emerging Market	0.00
Precious Metal	0.00
Intermediate Bond	0.00
Foreign Bond	0.00
High Yield Bond	27.56

As of 01/31/2013	%of Net Assets
Stock	65.03
Cash	0.01
Bonds	30.98
Preferred	2.35
Convertibles	0.00
Foreign Stock	2.64
Foreign Bonds	0.00
Hedge	0.00
Other	1.63

Family	John Hancock
Addrerss	601 Congress Street Boston, MA 02210-2805
Phone	800 225-5291

Zacks Rank	Definition
#1	Strong Buy
#2	Buy
#3	Hold
#4	Sell
#5	Strong Sell

As Of	01/31/2013
Total Issues	95
Avg. P/E	27.82
Avg. P/Book	4.03
Avg. EPS Growth	13.85
Avg. Market Value (Mil $)	101,955

	3 Year	5 Year	10 Year
Beta	0.74	0.71	0.67
Alpha	-0.68	0.45	2.77
R Squared	0.93	0.88	0.80
Std. Dev.	11.45	14.16	11.13
Sharpe	0.81	0.37	2.00

Manager	Team Managed
Since	NA
Manager Rating	NA
Inception Date	10/05/1992
Shareholders	NA
Dividends Paid	Q
Minimum Initial Investment	$2,500
Minimum Subsequent Investment	$0
IRA Minimum	$0

IRA Available	Y	Check Writing	N	Phone Invest	Y
Phone Exchange	Y	Phone Redeem	Y	Auto Invest	Y
Wire Redeem	Y	Wire Fee	Y	Wire Transfer	Y