John Hancock Balanced Fund Class A (SVBAX)

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.

SVBAX Mutual Fund Chart & Stats

$31.61

At close: Nov 13 4:00 PM EST

Previous Close: $31.61
Sub-Category: Asset Allocation
Total Liabilities: $15.05M
Last Dividend Ex-Date: Sep 23, 2026
Expense Ratio: 1.02%
Holding Count: 1,186
Brand: John Hancock Investment Trust
Dividend Yield: (11.60%)
Category: Balanced
Total Assets: 6.93B
Shares Outstanding: N/A
52-Week Range: $28.51 - $34.54

SVBAX Mutual Fund News

Alphabet Earnings Call Highlights AI-Fueled Growth

Alphabet Inc. Class A (($GOOGL)) has held its Q3 earnings call. Read on for the main highlights of the call. Alphabet’s earnings call delivered a strongly positive message, led by

1h agoGOOGL ABEA

Amazon Earnings Call Highlights AI-Led Growth and Margins

Amazon.Com, Inc. (($AMZN)) has held its Q3 earnings call. Read on for the main highlights of the call. Amazon delivered a strongly optimistic third-quarter performance, combining record profitability with accelerating

1h agoAMZN AMZ

Micron Stock (MU) Forecast – Why Are Analysts Bullish Despite Ongoing Volatility?

Micron Technology ($MU) stock has been very volatile in recent trading sessions, declining more than 18% over the past month amid concerns about the sustainability of the artificial intelligence (AI)

4h agoMU NVDA

These 3 ETFs Have 16%+ Upside Potential, According to the AI Analyst

TipRanks’ ETF AI Analyst sees more than 16% upside potential in the Vanguard Energy ETF ($VDE), State Street SPDR Portfolio Nasdaq 100 ETF ($QNDX), and ClearBridge Large Cap Growth ESG ETF ($LRGE).

13h agoCOP EOG

Needham, DA Davidson Lower Nvidia Stock (NVDA) Price Targets but Stay Bullish Despite CEO Transition Concerns

Nvidia ($NVDA) stock continued to decline on Friday amid investor concerns about the leadership transition after Jensen Huang stepped down as the semiconductor company’s CEO. Huang admitted that he had an affair

1d agoNVDA

Top 10 Holdings

The fund's ten largest positions
Name	Weight %
MSFTMicrosoft	4.66%
GOOGLAlphabet Inc. Class A	4.16%
AMZNAmazon.Com, Inc.	3.70%
NVDANvidia Corporation	3.09%
AVGOBroadcom Inc.	2.54%
JPMJPMorgan Chase & Co.	2.38%
COSTCostco Wholesale Corp.	2.08%
LLYEli Lilly And Company	1.86%
BRK.BBerkshire Hathaway B	1.64%
AMDAdvanced Micro Devices, Inc.	1.45%
Total	27.56%

Go to Holdings >