Morningstar

John Hancock Balanced Fund Class C SVBCX

Morningstar Medalist Rating
Medalist Rating as of | See John Hancock Investment Hub
  • NAV / 1-Day Return 31.77  /  +0.28 %
  • Total Assets 6.9B
  • Adj. Expense Ratio
    1.720%
  • Expense Ratio 1.720%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 0.88%
  • Turnover 71%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SVBCX

Will SVBCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SVBCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SVBCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SVBCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Experienced team and robust approach.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

An experienced trio of managers at John Hancock Balanced wield a distinct approach grounded in fundamental research. The strategy is available as a mutual fund and separate account.

by Stephen Margaria
Rated on Published on

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Portfolio Holdings SVBCX

More SVBCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.72 323M
Technology

Alphabet Inc Class A

4.21 288M
Communication Services

Amazon.com Inc

3.74 256M
Consumer Cyclical

NVIDIA Corp

3.13 214M
Technology

Broadcom Inc

2.57 176M
Technology

JPMorgan Chase & Co

2.41 165M
Financial Services

Costco Wholesale Corp

2.10 144M
Consumer Defensive

Eli Lilly and Co

1.88 129M
Healthcare

Berkshire Hathaway Inc Class B

1.66 113M
Financial Services

Advanced Micro Devices Inc

1.46 100M
Technology

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