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John Hancock Balanced Fund Class I: (MF: SVBIX)

(NASDAQ Mutual Funds) As of Aug 24, 2026 05:59 PM ET

$32.43 USD

-0.02 (-0.06%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

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Zacks Premium Research for SVBIX

Zacks MF Rank

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

Buy 2
MF Report

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 I SVBIX NA NA 0.00 0.00 0.57 0.71

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
J Hancock Balanced A SVBAX 32.82 10/5/1992 1.44 19.21 15.04 8.46
J Hancock Balanced C SVBCX 32.75 5/3/1999 0.83 18.41 14.24 7.70
J Hancock Balanced I SVBIX 32.43 3/1/2002 1.70 19.55 15.38 8.78
J Hancock Balanced R4 JBAFX 33.03 9/8/2008 1.57 19.42 15.23 8.63
J Hancock Balanced R5 JBAVX 32.96 9/8/2008 1.75 19.63 15.45 8.84
J Hancock Balanced R6 JBAWX 32.85 9/1/2011 1.80 19.68 15.51 8.90

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
JHancock Balanced I SVBIX 250000 0 0 Q

Contact Information

Family John Hancock
Address 601 Congress Street
Boston, MA 02210-2805
Phone 800 225-5291