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J Hancock Balanced A: (MF: SVBAX)

(MF) As of Mar 21, 2017 06:05 PM ET

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$19.36 USD

-0.16 (-0.82%)

Zacks MF Rank 2-Buy   2      

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 Feb 28, 2017

Total Return %* Percentile Rank Objective
YTD 4.17 17
3 months 5.59 17
6 months 5.35 30
1 Year 16.91 16
3 Year 5.63 27
5 Year 8.45 23
10 Year 7.13 4

* 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
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Buy 2
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 14.48
% Yield 1.55
% SEC Yield NA
Net Assets (Mil $) 2/28/2017 812.86
%Turnover 2/28/2017 54.00

Risk

3 Year 5 Year 10 Year
Beta 0.67 0.68 0.68
Alpha -1.41 -0.95 1.22
R Squared 0.95 0.94 0.85
Std. Dev. 7.12 7.17 11.44
Sharpe 0.80 1.20 3.00

Sector / Country Weightings

As of 2/28/2017 % of Portfolio
Other 38.63
Technology 16.90
Finance 11.34
Industrial Cyclical 7.14
Non-Durable 5.96
Health 5.75
Retail Trade 4.83
Energy 2.74
Utilities 2.48
Services 2.44
Consumer Durables 1.79

Portfolio Holdings

Top Holdings (As of ) % of Portfolio Value (Mil$)
NA NA NA

Stock Holding % of Net Assets

As Of 10/31/2016
Total Issues 97
Avg. P/E 25.88
Avg. P/Book 4.03
Avg. EPS Growth 14.09
Avg. Market Value (Mil $) 164,893

Allocation

% of Portfolio
Large Growth 33.03
Large Value 25.80
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 21.36
Foreign Bond 0.00
High Yield Bond 12.11