MENU

SVBIX JHancock Balanced I Forecast, Technical & Fundamental Analysis

The investment seeks current income, long-term growth of capital and income and preservation of capital... Show more

Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), JPMorgan Chase & Co (NYSE:JPM), Walmart (NASDAQ:WMT), 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 I MF is 2.17T. The market cap for tickers in the group ranges from 158.18B to 4.8T. AAPL holds the highest valuation in this group at 4.8T. The lowest valued company is DE at 158.18B.

Volume

The average weekly volume growth across all stocks in the JHancock Balanced I MF was 6%. For the same stocks of the MF, the average monthly volume growth was -72% and the average quarterly volume growth was -59%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 58
Price Growth Rating: 39
SMR Rating: 25
Profit Risk Rating: 23
Seasonality Score: -8 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Details
Category
Moderate Allocation
Address
John Hancock Investment Trust601 Congress StreetBoston
Phone
N/A
Web
www.jhfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RYCEX100.40N/A
N/A
Rydex Europe 1.25x Strategy C
MPGFX196.29N/A
N/A
Mairs & Power Fund
PRPAX6.83N/A
N/A
PGIM Jennison Energy Infrastructure A
WSCJX18.53N/A
N/A
Allspring Disciplined Small Cap R6
FECGX36.41N/A
N/A
Fidelity Small Cap Growth Index

SVBIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SVBIX has been closely correlated with CLBCX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if SVBIX jumps, then CLBCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SVBIX
1D Price
Change %
SVBIX100%
N/A
CLBCX - SVBIX
89%
Closely correlated
-0.12%
RLBAX - SVBIX
88%
Closely correlated
-0.10%
RLBEX - SVBIX
88%
Closely correlated
-0.12%
CLBAX - SVBIX
88%
Closely correlated
-0.12%
BALCX - SVBIX
80%
Closely correlated
-0.13%
More
JHancock Balanced I (SVBIX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com