SVBIX Mutual Fund
SVBIX Mutual Fund
SVBIX Mutual Fund
John Hancock Balanced Fund Class I
SVBIX Mutual Fund Overview
SVBIX Mutual Fund (John Hancock Balanced Fund Class I) is managed by John Hancock Investment Management with $1.27B in net assets. SVBIX expense ratio is 0.72%, holding 1225 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2002-03-01.
SVBIX performance shows a YTD return of 9.44%. The 1-year return is 11.45% and the 5-year return is 8.14%. SVBIX dividend yield stands at 1.95%, paid quarterly.
SVBIX top holdings include Microsoft Corp (5.1%), Alphabet Inc (4.0%), Amazon.Com Inc (3.6%), Nvidia Corp (2.9%), Broadcom Inc (2.4%). 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.