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John Hancock Balanced Fund Class A: (MF: SVBAX)

(NASDAQ Mutual Funds) As of May 24, 2018 08:15 PM ET

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$20.42 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 Apr 30, 2018

Total Return %* Percentile Rank Objective
YTD -1.73 82
3 months -5.25 92
6 months 1.32 50
1 Year 6.47 62
3 Year 5.01 45
5 Year 7.06 34
10 Year 5.74 44

* 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 22.96
% Yield 1.53
% SEC Yield
Net Assets (Mil $) 4/30/2018 800.00
%Turnover 4/30/2018 52.00

Risk

3 Year 5 Year 10 Year
Beta 0.68 0.68 0.70
Alpha -2.19 -1.66 -0.71
R Squared 0.96 0.95 0.89
Std. Dev. 7.10 6.87 11.09
Sharpe 0.65 1.00 3.00

Sector / Country Weightings

As of 4/30/2018 % of Portfolio
Other 36.21
Technology 17.39
Finance 13.19
Industrial Cyclical 7.21
Retail Trade 6.13
Health 5.79
Non-Durable 5.40
Energy 3.93
Services 2.43
Consumer Durables 1.24
Utilities 1.08

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2018)
% of Portfolio Value (Mil$)
ALPHABET INC 3.04 61.78
AMAZON.COM INC 2.82 57.24
JPMORGAN CHASE & CO 2.63 53.32
APPLE INC 2.51 51.01
MICROSOFT CORP 2.23 45.22
LOWE'S COS INC 1.80 36.64
BERKSHIRE HATHAWAY INC CL 1.76 35.67
COMCAST CORP 1.62 32.99
CISCO SYSTEMS INC 1.57 31.88

Stock Holding % of Net Assets

As Of 1/31/2018
Total Issues 76
Avg. P/E 27.01
Avg. P/Book 3.70
Avg. EPS Growth 12.46
Avg. Market Value (Mil $) 256,219

Allocation

% of Portfolio
Large Growth 22.03
Large Value 40.14
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 20.17
Foreign Bond 0.00
High Yield Bond 15.68