SVBIX Mutual Fund

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 1128 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2002-03-01.

SVBIX performance shows a YTD return of 10.33%. The 1-year return is 19.56% and the 5-year return is 8.78%. SVBIX dividend yield stands at 11.58%, paid quarterly.

SVBIX top holdings include Alphabet Inc,class A (4.6%), Microsoft Corp (4.1%), Amazon.Com Inc (4.0%), Broadcom Inc (2.9%), Jpmorgan Chase (2.3%). Go to all SVBIX holdings, SVBIX sectors, or SVBIX dividends.

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