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JHancock Balanced I (SVBIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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27.82+0.11 (+0.40%)
At close: 08:01PM EDT

JHancock Balanced I

Boston MA 02210

601 Congress Street

John Hancock Investment Trust

Management Information
Jeffrey N. Given,Lead Manager since June 5, 2006
Jeffrey N. Given, CFA. Senior Managing Director and Senior Portfolio Manager; joined Manulife IM (US) in 1993. Jeff co-head of the firm’s U.S. core and core-plus fixed-income team and is responsible for the firm’s securitized, core, core-plus, and government bond strategies. Prior to joining the portfolio management team, he was focused on research and trading in mortgage-backed securities within the Manulife fixed-income teams. Previously, he was an investment compliance analyst at the company.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--50% to 70% Equity
Fund FamilyJohn Hancock
Net Assets5.01B
YTD Return4.30%
Yield1.62%
Morningstar Rating★★★★★
Inception DateFeb 28, 2002

Fund Operations

Last Dividend0.08
Last Cap Gain16.00
Holdings Turnover62.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSVBIXCategory Average
Annual Report Expense Ratio (net)0.74%0.84%
Prospectus Net Expense Ratio0.74%N/A
Prospectus Gross Expense Ratio0.75%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.07%
Max Deferred Sales LoadN/A1.48%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A