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SVBAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$29.40
Change
-$0.71 (-2.36%)
Net Assets
5.76B

SVBAX JHancock Balanced A Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Broadcom Inc. (NASDAQ:AVGO), Walmart (NYSE:WMT), Eli Lilly & Co (NYSE:LLY), JPMorgan Chase & Co (NYSE:JPM), Deere & Company (NYSE:DE).

Industry description

The investment seeks current income, long-term growth of capital and income and preservation of capital. Under normal market conditions, the fund invests at least 25% of assets in equity securities and at least 25% 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.

Market Cap

The average market capitalization across the JHancock Balanced A MF is 1.5T. The market cap for tickers in the group ranges from 112.5B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is DE at 112.5B.

Volume

The average weekly volume growth across all stocks in the JHancock Balanced A MF was 53%. For the same stocks of the MF, the average monthly volume growth was -1% and the average quarterly volume growth was -5%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 82
P/E Growth Rating: 40
Price Growth Rating: 20
SMR Rating: 39
Profit Risk Rating: 9
Seasonality Score: 1 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
John Hancock Investment Trust601 Congress StreetBoston
Phone
N/A
Web
www.jhfunds.com
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SVBAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SVBAX has been closely correlated with RLBGX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if SVBAX jumps, then RLBGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SVBAX
1D Price
Change %
SVBAX100%
-0.43%
RLBGX - SVBAX
92%
Closely correlated
-0.57%
RLBAX - SVBAX
91%
Closely correlated
-0.54%
RLBBX - SVBAX
91%
Closely correlated
-0.54%
RLBFX - SVBAX
91%
Closely correlated
-0.57%
CLBFX - SVBAX
89%
Closely correlated
-0.57%
More