About SVBIX
John Hancock Balanced Fund Class I is a balanced mutual fund designed to offer a blend of current income, long-term capital appreciation, and capital preservation. The fund pursues a diversified asset allocation strategy by investing at least 25% of its assets in equity securities and at least 25% in senior debt securities, distributing the remainder among various fixed income instruments and cash equivalents. This approach results in a typical asset mix of over 50% equities, with additional allocations to corporate bonds, U.S. government securities, mortgage-backed assets, and foreign stocks, providing investors exposure to multiple market sectors.
The fund is structured for institutional investors, as indicated by its $250,000 minimum investment requirement and competitive net expense ratio of 0.73%. Managed since 2002, it employs a fundamental, bottom-up security selection process, aiming to harness both the upside potential of equities and the defensive characteristics of fixed income holdings. The fund pays quarterly dividends, enhancing its appeal for those seeking periodic income. Its balanced strategy serves investors looking for a moderate risk-return profile, making it a staple in diversified portfolios that seek stability and growth across changing market environments.
Fund Family John Hancock
Category Allocation--50% to 70% Equity
Performance Rating High
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SVBIX
Share Class Class I
Index S&P 500 TR
SVBIX had a total return of 18.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.45%.
