JHancock Balanced A
601 Congress Street Boston MA 02210
Map
Phone: 800-225-5291
| Category: | Moderate Allocation | | Fund Family: | John Hancock | | Net Assets: | 568.39M | | Year-to-Date Return: | -4.71% | | Yield: | 1.57% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Oct-92 |
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Roger C. Hamilton
Lead Manager since
24-Jan-03 | | | Hamilton is senior vice president for MFC Global Investment Management (U.S.), LLC since 2008. Two years prior to that, he was vice president for MFC Global Investment Management (U.S.), LLC. He was vice president and portfolio manager from 2003 to 2005 and analyst from 1994 to 2003 for John Hancock Advisers, LLC. Hamilton began business career in 1979. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks current income, long-term growth of capital and income and preservation of capital. The fund allocates its investments among a diversified mix of debt and equity securities. It normally invests at least 25% of assets in equity securities and at least 25% of assets in senior debt securities. Although the fund invests primarily in U.S. securities, it may invest up to 35% of assets in foreign securities. |
| Last Dividend
(18-Sep-08):
| 0.06 | | Last Cap Gain
(13-Dec-07):
| 0.59 | | Annual Holdings Turnover
| 43.00% | | Average for Category:
| 71.15% |
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| Expense | SVBAX | Category
Avg | | Total Expense Ratio: | 1.21%
| 1.09% | | Max 12b1 Fee: | 0.30%
| N/A | | Max Front End Sales Load: | 5.00%
| 5.26% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$868 | $626 | | 5 Yr Expense Projection*: |
$1,137 | $953 | | 10 Yr Expense Projection*: |
$1,903 | $1,864 |
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