John Hancock Balanced Fund (SVBAX) Research

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.

Market snapshot

Symbol
SVBAX
Price
$32.34
Day change
+0.90%
Market cap
$3.1B
52-week range
28.51-32.88
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Adams Diversified Equity Fund, Inc. (ADX)
  • Calamos Strategic Total Return Fund (CSQ)
  • Janus Henderson Small Cap Value Fund (JDSRX)
  • Janus Henderson Small Cap Value Fund (JISCX)
  • MFS Aggressive Growth Allocation Fund (MAAGX)
  • iShares Russell 2000 Small-Cap Index Fund (MASKX)
  • iShares Russell 2000 Small-Cap Index Fund (MDSKX)
  • T. Rowe Price Total Equity Market Index Fund (POMIX)

Open John Hancock Balanced Fund (SVBAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.