Balanced Fund Class Fund Quote
| SVBAX Fund | USD 30.19 0.09 0.30% |
PerformanceSolid
| Odds Of DistressLow
|
Balanced Fund is trading at 30.19 as of the 15th of July 2025; that is 0.3% down since the beginning of the trading day. The fund's open price was 30.28. Balanced Fund has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 16th of April 2025 and ending today, the 15th of July 2025. Click here to learn more.
The investment seeks current income, long-term growth of capital and income and preservation of capital. John Hancock is traded on NASDAQ Exchange in the United States. More on Balanced Fund Class
Moving together with Balanced Mutual Fund
Balanced Mutual Fund Highlights
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Balanced Fund Class [SVBAX] is traded in USA and was established 15th of July 2025. Balanced Fund is listed under John Hancock category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of John Hancock family. This fund at this time has accumulated 4.36 B in assets with no minimum investment requirementsBalanced Fund Class is currently producing year-to-date (YTD) return of 6.42% with the current yeild of 0.02%, while the total return for the last 3 years was 12.54%.
Check Balanced Fund Probability Of Bankruptcy
Instrument Allocation
Top Balanced Fund Class Mutual Fund Constituents
| PFE | Pfizer Inc | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| WMT | Walmart | Stock | Consumer Staples | |
| VZ | Verizon Communications | Stock | Communication Services | |
| PYPL | PayPal Holdings | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| AAPL | Apple Inc | Stock | Information Technology |
Balanced Fund Class Risk Profiles
| Mean Deviation | 0.4132 | |||
| Standard Deviation | 0.5806 | |||
| Variance | 0.3371 | |||
| Downside Variance | 0.2577 |
Balanced Fund Against Markets
Other Information on Investing in Balanced Mutual Fund
Balanced Fund financial ratios help investors to determine whether Balanced Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Balanced with respect to the benefits of owning Balanced Fund security.
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