SVBAX (J Hancock Balanced;A)
Net Asset Value: 17.28
1-Day Return:
-0.05 (-0.29%)
YTD Return as of 4/5/13:
6.50%
Classification: Mixed-Asset Target Allocation Moderate Objective: Balanced Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
Total Returns (As of 4/05/2013)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 6.50 | 10.76 | 8.18 | 4.33 | 9.26 |
| Classification | 4.63 | 9.28 | 7.60 | 4.24 | 6.75 |
| Index (S&P 500) | NA | NA | NA | NA | NA |
| % Rank in Class (1-best,100=worst) | 8 | 23 | 30 | 52 | 3 |
Fund Stats
More| Investment Objective: | Balanced |
|---|---|
| Net Assets ($Mil) | 539.20 |
| Inception Date: | 10/5/92 |
| Manager Name, Tenure | Hamilton/Given, 2003 / 2006 |
| Expense Ratio: | 1.18% |
|
Sales Charge:
Load Type:
|
Front-End Load 5.00% 0.00% |
Top 10 Holdings (As of 10/31/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Apple Inc Ord | AAPL | 2.83 |
| Microsoft Corp Ord | MSFT | 2.76 |
| Qualcomm Inc Ord | QCOM | 2.30 |
| Metlife Inc Ord | MET | 1.88 |
| Jpmorgan Chase & Co Ord | JPM | 1.86 |
| Pepsico Inc Ord | PEP | 1.73 |
| Google Inc Ord | GOOG | 1.62 |
| Cvs Caremark Corp Ord | CVS | 1.58 |
| United Technologies Corp Ord | UTX | 1.56 |
| Pfizer Inc Ord | PFE | 1.50 |
| % of Total Holdings | 19.62 | |
