SVBAX Mutual Fund
SVBAX Mutual Fund
John Hancock Balanced Fund Class A
SVBAX Mutual Fund Overview
SVBAX Mutual Fund (John Hancock Balanced Fund Class A) is managed by John Hancock Investment Management with $5.75B in net assets. SVBAX expense ratio is 1.02%, holding 1111 positions across sectors including Financials, Other, Unknown. Inception date: 1992-10-05.
SVBAX performance shows a YTD return of 8.55%. The 1-year return is 20.65% and the 5-year return is 8.83%. SVBAX dividend yield stands at 11.30%, paid quarterly.
SVBAX top holdings include Microsoft Corp 4.100 Feb 06 37 (4.5%), Alphabet Inc Common Stock USD 0.001 (4.2%), Amazon.Com Inc (3.7%), Broadcom Inc (2.4%), Jpmorgan Chase (2.4%). View all SVBAX holdings, sector breakdown, or dividend history.
SVBAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SVBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.