What does John Hancock Balanced Fund do?

John Hancock Balanced Fund (SVBAX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.

What is SVBAX's market cap?

John Hancock Balanced Fund (SVBAX) has a market capitalization of approximately $3.03 billion, as of July 22, 2026, based on the most recent share price and shares outstanding.

Does SVBAX pay a dividend?

Yes — John Hancock Balanced Fund (SVBAX) pays a dividend quarterly, with a trailing-twelve-month yield of 11.43%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

SVBAX

John Hancock Balanced Fund

NASDAQ·Asset Management · Financial Services

$31.96$0.04−0.13%

Market cap$3.03B·Market closed·Jul 22 8:00 PM UTC

Price Chart

$31.96−$0.04 (−0.13%)today

+19.39%CAGR +3.61%

Select date range

FromTo

Oct 5, 1992Jul 23, 2021 → Jul 23, 2026· 5.0 yrsJul 23, 2026

Key Metrics

DividendDividend Tab

Dividend Yield (FWD)1.64%

Annual Dividend (FWD)$0.52

Dividend Growth (5Y)+17.2%

Dividend Safety—

Payout Ratio77.2%

FCF Payout Ratio—

Most Recent Dividend$0.131

Ex-Dividend DateJun 23

Payment DateJun 24

EarningsEarnings Tab

EPS (FWD)—

P/E Ratio (FWD)—

EPS Growth (1Y)—

EPS Growth (3Y)—

EPS Growth (5Y)—

Next Earnings Date—

Last Report Date—

Reported vs Estimate—

Earnings Surprise—

Income Statement Flow

PRO

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About John Hancock Balanced Fund

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.

Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
Website: jhinvestments.com

Peers

Peers Tab

YAFFX

AMG Yacktman Focused Fund

Cap

$3.1B

YAFIX

AMG Funds - AMG Yacktman Focused Fund

Cap

$3.1B

CSQ

Calamos Strategic Total Return Fund

Cap

$3.3B

Latest News

News Tab

No recent news available.

Frequently Asked Questions About SVBAX

What does John Hancock Balanced Fund do?: John Hancock Balanced Fund (SVBAX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.
What is SVBAX's market cap?: John Hancock Balanced Fund (SVBAX) has a market capitalization of approximately $3.03 billion, as of July 22, 2026, based on the most recent share price and shares outstanding.
Does SVBAX pay a dividend?: Yes — John Hancock Balanced Fund (SVBAX) pays a dividend quarterly, with a trailing-twelve-month yield of 11.43%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.