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

(MF) As of Feb 11, 2016 06:05 PM ET

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$16.31 USD

-0.14 (-0.85%)

Is SVBAX a
Buy, Hold or Sell?

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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

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Latest Performance as of Dec 31, 2015

Total Return %* Percentile Rank Objective
YTD -1.90 57
3 months 2.88 35
6 months -2.36 42
1 Year -1.90 57
3 Year 8.22 31
5 Year 7.18 33
10 Year 7.42 1

* Annual for three years and beyond.

Zacks Premium Research for SVBAX

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
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Portfolio Statistics

%Unrealized Gain YTD 12.85
% Yield 1.94
% SEC Yield NA
Net Assets (Mil $) 12/31/2015 807.37
%Turnover 12/31/2015 49.00

Risk

3 Year 5 Year 10 Year
Beta 0.68 0.75 0.68
Alpha -1.81 -2.10 1.57
R Squared 0.95 0.93 0.83
Std. Dev. 7.42 9.14 11.33
Sharpe 1.14 0.83 3.00

Sector / Country Weightings

As of 12/31/2015 % of Portfolio
Other 40.51
Technology 15.15
Finance 11.86
Industrial Cyclical 7.36
Health 6.25
Retail Trade 4.54
Non-Durable 4.42
Utilities 3.16
Energy 2.50
Services 2.13
Consumer Durables 2.12

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2015)
% of Portfolio Value (Mil$)
APPLE INC 2.29 37.14
ALPHABET INC 2.05 33.37
JPMORGAN CHASE & CO 1.91 30.99
PFIZER INC 1.54 25.04
GENERAL ELECTRIC CO 1.41 22.94
VERIZON COMMUNICATIONS IN 1.41 22.89
METLIFE INC 1.34 21.75
DISCOVER FINANCIAL SERVIC 1.27 20.69
MICROSOFT CORP 1.23 20.03

Stock Holding % of Net Assets

As Of 10/31/2015
Total Issues 103
Avg. P/E 26.90
Avg. P/Book 4.04
Avg. EPS Growth 13.06
Avg. Market Value (Mil $) 143,843

Allocation

% of Portfolio
Large Growth 17.01
Large Value 45.06
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 1.04
Intermediate Bond 18.86
Foreign Bond 9.48
High Yield Bond 6.82