John Hancock Balanced Fund
Shareclass
JHancock Balanced C (SVBCX)
Type
Open-end mutual fund
Manager
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
John Hancock Balanced Fund SVBCX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. AstraZeneca PLC0.51% of assets$28.01M invested
- 2. Procter & Gamble Co1.13% of assets$61.87M invested
- 3. Schneider Electric SE0.99% of assets$54.27M invested
- 4. Tomra Systems ASA0.17% of assets$9.36M invested
- 5. Cummins Inc0.88% of assets$47.89M invested
- 6. JPMorgan Chase & Co2.55% of assets$139.36M invested
- 7. Wells Fargo & Co 7 1/2 % Non Cum Perp Conv Pfd Shs -A- Series -L-<0.01% of assets$174,300 invested
- 8. PayPal Holdings Inc0.78% of assets$42.41M invested
- 9. The Goldman Sachs Group Inc0.53% of assets$29.11M invested
- 10. SAP SE ADR0.8% of assets$44.03M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Viking Holdings Ltd0.47% of assets$25.88M invested
- 2. Berkshire Hathaway Inc Class B2% of assets$109.13M invested
- 3. Dick's Sporting Goods Inc0.89% of assets$48.57M invested
- 4. Federal Signal Corp0.59% of assets$32.53M invested
- 5. DSV AS0.63% of assets$34.3M invested
- 6. Broadcom Inc2.75% of assets$150.69M invested
- 7. Marvell Technology Inc1% of assets$54.97M invested
- 8. Digital Realty Trust Inc0.52% of assets$28.28M invested
- 9. MercadoLibre Inc0.35% of assets$19.14M invested
- 10. Micron Technology Inc1.01% of assets$55.32M invested
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Financial performance
Performance data provided by
Find more financial data on SVBCX at Morningstar.com
Find more financial data on SVBCX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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