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John Hancock Balanced Fund Class I: (MF: SVBIX)
(NASDAQ Mutual Funds) As of May 16, 2024 08:00 PM ET
$28.22 USD
-0.10 (-0.35%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in October 1992 and is managed by John Hancock Advisers, LLC. The fund seeks current income, long-term growth of capital and income and preservation of capital. The fund invests at least 25% of assets in equity securities and at least 25% of assets in senior debt securities. The fund pays dividends quarterly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| JHancock Balanced I | SVBIX | NA | NA | 0.00 | 0.00 | 0.57 | 0.74 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| J Hancock Balanced A | SVBAX | 27.94 | 10/5/1992 | 0.19 | 15.98 | 3.92 | 8.02 |
| J Hancock Balanced I | SVBIX | 28.22 | 3/1/2002 | 0.26 | 16.34 | 4.22 | 8.34 |
| J Hancock Balanced C | SVBCX | 27.89 | 5/3/1999 | 0.03 | 15.18 | 3.18 | 7.26 |
| J Hancock Balanced R4 | JBAFX | 28.10 | 9/8/2008 | 0.23 | 16.16 | 4.07 | 8.18 |
| J Hancock Balanced R5 | JBAVX | 28.05 | 9/8/2008 | 0.27 | 16.37 | 4.28 | 8.40 |
| J Hancock Balanced R6 | JBAWX | 27.96 | 9/1/2011 | 0.29 | 17.02 | 4.33 | 8.46 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |