John Hancock Balanced Fund

Frequently Asked Questions About SVBAX

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 $3.04B 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 is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (SVBAX's is 1.02%) in exchange for the discretion to over- or under-weight positions.

When was SVBAX launched?

John Hancock Balanced Fund (SVBAX) launched in October 1992 and is managed by John Hancock.

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.