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J Hancock Balanced A: (MF: SVBAX)

(MF) As of Oct 17, 2017 06:05 PM ET

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$20.31 USD

-0.02 (-0.10%)

Zacks MF Rank 4-Sell       4  

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 Sep 30, 2017

Total Return %* Percentile Rank Objective
YTD 8.92 59
3 months 2.69 65
6 months 4.33 77
1 Year 10.18 54
3 Year 5.77 42
5 Year 8.46 32
10 Year 6.09 15

* 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 Sell 4
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Portfolio Statistics

%Unrealized Gain YTD 19.29
% Yield 1.53
% SEC Yield NA
Net Assets (Mil $) 9/30/2017 815.86
%Turnover 9/30/2017 52.00

Risk

3 Year 5 Year 10 Year
Beta 0.65 0.67 0.68
Alpha -1.30 -0.98 0.75
R Squared 0.95 0.94 0.85
Std. Dev. 6.73 6.59 11.24
Sharpe 0.84 1.28 3.00

Sector / Country Weightings

As of 9/30/2017 % of Portfolio
Other 37.29
Technology 17.81
Finance 10.96
Industrial Cyclical 7.50
Non-Durable 6.38
Retail Trade 5.57
Health 5.39
Energy 3.15
Utilities 2.30
Services 2.21
Consumer Durables 1.44

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2017)
% of Portfolio Value (Mil$)
ALPHABET INC 2.49 46.92
APPLE INC 2.47 46.66
AMAZON.COM INC 2.20 41.44
JPMORGAN CHASE & CO 2.18 41.13
PFIZER INC 1.73 32.72
PPL CORP 1.55 29.30
MICROSOFT CORP 1.40 26.47
LOWE'S COS INC 1.36 25.65
DISCOVER FINANCIAL SERVIC 1.31 24.65

Stock Holding % of Net Assets

As Of 4/30/2017
Total Issues 92
Avg. P/E 27.01
Avg. P/Book 3.92
Avg. EPS Growth 12.96
Avg. Market Value (Mil $) 185,137

Allocation

% of Portfolio
Large Growth 22.42
Large Value 41.19
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 2.42
Precious Metal 1.16
Intermediate Bond 26.07
Foreign Bond 0.00
High Yield Bond 0.00