- What does SVBAX invest in?
- Under typical market circumstances, this fund structures a varied investment portfolio by blending different types of equity and debt. A minimum of 25% of its assets is dedicated to equities, with an additional minimum of 25% allocated to senior fixed-income securities. The fund's holdings may also incorporate shares or units of other investment vehicles that similarly concentrate on debt and equity.
- What is the expense ratio of SVBAX?
- John Hancock Balanced Fund (SVBAX) charges an expense ratio of 1.02%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SVBAX?
- John Hancock Balanced Fund (SVBAX) manages $3.03B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is SVBAX actively managed or an index fund?
- SVBAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was SVBAX launched?
- John Hancock Balanced Fund (SVBAX) launched in October 1992 and is managed by the fund issuer.
- How has SVBAX performed?
- SVBAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
