SVBAX

About SVBAX

John Hancock Balanced Fund Class A is a mutual fund that seeks to provide investors with a balanced approach to capital appreciation and income by investing in both equities and fixed income securities. The fund typically targets an allocation of approximately 60% in stocks and 40% in bonds but maintains flexibility to shift its equity exposure between 25% and 75% based on market conditions. Its equity holdings emphasize large-cap, growth-oriented U.S. companies, with notable positions in technology, healthcare, and consumer sectors—including firms like Microsoft, Alphabet, and Amazon. The fixed income allocation features a mix of U.S. government and corporate bonds, mortgage-backed securities, and some foreign debt, with top bond issuers including the Federal National Mortgage Association and the U.S. government. Managed by an experienced team employing a bottom-up security selection process, the fund aims to reduce volatility while capturing upside market potential. With net assets exceeding $5 billion and over 1,000 holdings, John Hancock Balanced Fund Class A plays a significant role for investors seeking diversified exposure across key sectors of the equity and bond markets, offering a moderate risk profile and regular income potential.