Balanced Fund Class Fund Quote
| SVBIX Fund | USD 31.62 0.14 0.44% |
PerformanceSolid
| Odds Of DistressLow
|
Balanced Fund is trading at 31.62 as of the 2nd of October 2025; that is 0.44 percent increase since the beginning of the trading day. The fund's open price was 31.48. Balanced Fund has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat solid performance during the last 90 days. The performance scores are derived for the period starting the 4th of July 2025 and ending today, the 2nd of October 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 25 percent of assets in equity securities and at least 25 percent of assets in senior debt securities. The fund allocates its investments among a diversified mix of debt and equity securities, including securities of other investment companies that invest in debt and equity securities.. More on Balanced Fund Class
Moving together with Balanced Mutual Fund
Balanced Mutual Fund Highlights
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Balanced Fund Class [SVBIX] is traded in USA and was established 2nd of October 2025. Balanced Fund is listed under John Hancock category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of John Hancock family. This fund at this time has accumulated 4.36 B in assets with no minimum investment requirementsBalanced Fund Class is currently producing year-to-date (YTD) return of 7.51% with the current yeild of 0.02%, while the total return for the last 3 years was 11.57%.
Check Balanced Fund Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Balanced Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Balanced Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Balanced Fund Class Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Balanced Fund Class Mutual Fund Constituents
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| WMT | Walmart | Stock | Consumer Staples | |
| VZ | Verizon Communications | Stock | Communication Services | |
| PYPL | PayPal Holdings | Stock | Financials | |
| PFE | Pfizer Inc | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| LOW | Lowes Companies | Stock | Consumer Discretionary |
Balanced Fund Class Risk Profiles
| Mean Deviation | 0.3137 | |||
| Semi Deviation | 0.1511 | |||
| Standard Deviation | 0.3938 | |||
| Variance | 0.1551 |
Balanced Fund Against Markets
Other Information on Investing in Balanced Mutual Fund
Balanced Fund financial ratios help investors to determine whether Balanced Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Balanced with respect to the benefits of owning Balanced Fund security.
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |