SVBCX Mutual Fund

SVBCX Mutual Fund (John Hancock Balanced Fund Class C) is managed by John Hancock Investment Management with $5.75B in net assets. SVBCX expense ratio is 1.72%, holding 1128 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 1999-05-03.

SVBCX performance shows a YTD return of 9.67%. The 1-year return is 18.42% and the 5-year return is 7.70%. SVBCX dividend yield stands at 10.69%, paid quarterly.

SVBCX top holdings include Alphabet Inc. Class A (4.6%), Microsoft Corp 4.100 Feb 06 37 (4.1%), Amazon.Com Inc (4.0%), Broadcom Inc (2.9%), Jpmorgan Chase & Co. (2.3%). Go to all SVBCX holdings, SVBCX sectors, or SVBCX dividends.

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