SVBIX Mutual Fund (John Hancock Balanced Fund Class I) is managed by John Hancock Investment Management with $5.75B in net assets. SVBIX expense ratio is 0.72%, holding 1111 positions across sectors including Financials, Other, Unknown. Inception date: 2002-03-01.

SVBIX performance shows a YTD return of 8.60%. The 1-year return is 21.01% and the 5-year return is 9.17%. SVBIX dividend yield stands at 11.61%, paid quarterly.

SVBIX 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 SVBIX holdings, sector breakdown, or dividend history.

SVBIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SVBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.