John Hancock Balanced Fund Class A: (MF: SVBAX)
(NASDAQ Mutual Funds) As of Dec 24, 2025 05:57 PM ET
$29.53 USD
+0.06 (0.20%)
Fund Description
The fund invests a minimum of 25% of its assets in equity securities and at least 25% in senior debt securities, maintaining a diversified portfolio that includes both debt and equity securities, as well as investments in other funds. The equity selection process focuses on identifying undervalued companies using fundamental analysis and proprietary models, looking for positive catalysts that could enhance earnings or asset value. ESG factors are considered alongside financial metrics in the investment process. The debt portfolio focuses on enhancing income and stability, primarily investing in investment-grade bonds, while allowing for a portion in below-investment-grade bonds and foreign securities. The fund may also utilize derivatives to manage risk and enhance exposure.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| JHancock Balanced A | SVBAX | 4.50 | NA | 0.00 | 0.30 | 0.57 | 1.02 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| J Hancock Balanced A | SVBAX | 29.53 | 10/5/1992 | 1.45 | 15.09 | 14.58 | 8.99 |
| J Hancock Balanced I | SVBIX | 32.83 | 3/1/2002 | 1.71 | 15.40 | 14.92 | 9.32 |
| J Hancock Balanced C | SVBCX | 32.77 | 5/3/1999 | 0.84 | 14.29 | 13.77 | 8.24 |
| J Hancock Balanced R4 | JBAFX | 33.05 | 9/8/2008 | 1.58 | 15.28 | 14.76 | 9.18 |
| J Hancock Balanced R5 | JBAVX | 32.99 | 9/8/2008 | 1.75 | 15.50 | 14.99 | 9.38 |
| J Hancock Balanced R6 | JBAWX | 32.89 | 9/1/2011 | 1.80 | 15.57 | 15.05 | 9.44 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |