SVBAX Mutual Fund

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, Information Technology, Health Care. Inception date: 1992-10-05.

SVBAX performance shows a YTD return of 10.11%. The 1-year return is 19.21% and the 5-year return is 8.44%. SVBAX dividend yield stands at 11.34%, paid quarterly.

SVBAX top holdings include Microsoft Corp (4.5%), Alphabet Inc Common Stock USD 0.001 (4.2%), Amazon.Com Inc (3.7%), Broadcom Inc (2.4%), Jpmorgan Chase (2.4%). Go to all SVBAX holdings, SVBAX sectors, or SVBAX dividends.

SVBAX can be compared against other funds. Use SVBAX overlap to find shared positions, or SVBAX vs another fund for a side-by-side view. SVBAX alternatives are available via the screener, along with tax-loss harvesting opportunities.