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J Hancock Balanced A: (MF: SVBAX)

(MF) As of Jun 22, 2017 06:05 PM ET

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$19.81 USD

0.00 (0.00%)

Zacks MF Rank 3-Hold     3    

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 May 31, 2017

Total Return %* Percentile Rank Objective
YTD 5.79 54
3 months 1.55 72
6 months 7.24 49
1 Year 10.83 43
3 Year 5.07 34
5 Year 9.62 25
10 Year 6.32 10

* 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 Hold 3
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Portfolio Statistics

%Unrealized Gain YTD 17.34
% Yield 1.56
% SEC Yield NA
Net Assets (Mil $) 5/31/2017 812.91
%Turnover 5/31/2017 47.00

Risk

3 Year 5 Year 10 Year
Beta -11.86 -0.14 1.40
Alpha 2.35 9.66 7.35
R Squared 0.01 0.01 0.02
Std. Dev. 7.04 6.69 11.42
Sharpe 0.72 1.45 3.00

Sector / Country Weightings

As of 5/31/2017 % of Portfolio
Other 38.68
Technology 17.09
Finance 11.71
Industrial Cyclical 6.81
Non-Durable 6.72
Health 5.32
Retail Trade 4.26
Energy 3.15
Services 2.44
Utilities 2.32
Consumer Durables 1.50

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2017)
% of Portfolio Value (Mil$)
ALPHABET INC 2.76 49.65
APPLE INC 2.25 40.40
JPMORGAN CHASE & CO 2.22 40.01
AMAZON.COM INC 2.05 36.89
PFIZER INC 1.76 31.66
PPL CORP 1.49 26.79
VERIZON COMMUNICATIONS IN 1.43 25.80
MICROSOFT CORP 1.39 25.00
DISCOVER FINANCIAL SERVIC 1.30 23.39

Stock Holding % of Net Assets

As Of 1/31/2017
Total Issues 96
Avg. P/E 25.77
Avg. P/Book 3.90
Avg. EPS Growth 13.74
Avg. Market Value (Mil $) 171,055

Allocation

% of Portfolio
Large Growth 26.84
Large Value 36.03
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 5.20
Precious Metal 0.00
Intermediate Bond 24.11
Foreign Bond 0.00
High Yield Bond 0.00