Back to top
John Hancock Balanced Fund Class A: (MF: SVBAX)
(NASDAQ Mutual Funds) As of Sep 26, 2025 08:00 PM ET
$31.40 USD
+0.10 (0.32%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
The fund was incepted in October 1992 and is managed by John Hancock Advisers, LLC. The fund seeks current income, long-term growth of capital and income and preservation of capital. The fund invests at least 25% of assets in equity securities and at least 25% of assets in senior debt securities. The fund pays dividends quarterly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| JHancock Balanced A | SVBAX | 4.50 | NA | 0.00 | 0.30 | 0.57 | 1.02 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| J Hancock Balanced A | SVBAX | 31.40 | 10/5/1992 | 1.52 | 10.40 | 12.84 | 8.15 |
| J Hancock Balanced I | SVBIX | 31.67 | 3/1/2002 | 1.79 | 10.70 | 13.18 | 8.48 |
| J Hancock Balanced C | SVBCX | 31.29 | 5/3/1999 | 0.88 | 10.26 | 12.28 | 7.53 |
| J Hancock Balanced R4 | JBAFX | 31.88 | 9/8/2008 | 1.66 | 10.54 | 13.03 | 8.32 |
| J Hancock Balanced R5 | JBAVX | 31.37 | 9/8/2008 | 1.84 | 10.78 | 13.26 | 8.55 |
| J Hancock Balanced R6 | JBAWX | 31.43 | 9/1/2011 | 1.89 | 10.84 | 13.30 | 8.60 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| JHancock Balanced A | SVBAX | 1000 | 0 | 0 | Q |
Contact Information
| Family | John Hancock |
| Address | 601 Congress Street Boston, MA 02210-2805 |
| Phone | 800 225-5291 |