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JHancock Balanced A (SVBAX)

31.82 +0.45 (+1.43%)
As of 8:10:25 AM EST. Market Open.
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  • Previous Close 31.37
  • YTD Return 9.55%
  • Expense Ratio 1.02%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 6.87B
  • Beta (5Y Monthly) 0.89
  • Yield 1.50%
  • 5y Average Return --
  • Holdings Turnover 71.00%
  • Last Dividend 0.36
  • Inception Date Sep 8, 2008

Under normal market conditions, the fund invests at least 25% of assets in equity securities and at least 25% of assets in senior debt securities. The fund allocates its investments among a diversified mix of debt and equity securities, including securities of other investment companies that invest in debt and equity securities.

John Hancock

Fund Family

Allocation--50% to 70% Equity

Fund Category

6.87B

Net Assets

2008-09-08

Inception Date

Performance Overview

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Trailing returns as of 11/6/2026. Category is Allocation--50% to 70% Equity.

YTD Return

SVBAX
9.55%
Category
9.69%

1-Year Return

SVBAX
11.09%
Category
27.06%

3-Year Return

SVBAX
16.96%
Category
11.00%

5-Year Return

SVBAX
7.83%
Category
10.26%

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