John Hancock Balanced Fund
Shareclass
JHancock Balanced A (SVBAX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund John Hancock Balanced Fund
FUND COVERAGE
# of holdings53
% of assets58%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC0.49%$29M
- 2. Procter & Gamble Co0.93%$55.61M
- 3. Schneider Electric SE0.89%$53.11M
- 4. Tomra Systems ASA0.14%$8.4M
- 5. JPMorgan Chase & Co2.68%$159.79M
- 6. The Goldman Sachs Group Inc0.77%$45.99M
- 7. SAP SE ADR0.64%$38.16M
- 8. Microsoft Corp4.46%$266.32M
- 9. PayPal Holdings Inc0.61%$36.6M
- 10. Trane Technologies PLC Class A0.58%$34.57M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Viking Holdings Ltd0.48%$28.93M
- 2. Berkshire Hathaway Inc Class B1.6%$95.79M
- 3. Federal Signal Corp0.59%$35.22M
- 4. DSV AS0.56%$33.39M
- 5. Broadcom Inc2.97%$177.21M
- 6. BellRing Brands Inc Class A0.47%$28.03M
- 7. Marvell Technology Inc0.92%$55.09M
- 8. MercadoLibre Inc0.32%$18.9M
- 9. Applied Materials Inc0.6%$35.63M
- 10. Micron Technology Inc1.08%$64.61M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund John Hancock Balanced Fund
Totals
Holdings
Assets
Weight
Prisons
5
$1.01B
17%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$817.03M
14%
Borders high risk
0
$0
0%
Total
5
$1.01B
17%
Holdings — 5 flagged holdings
1.
Alphabet Inc Class A
:$295.52M
4.95%
2.
Microsoft Corp
:$266.32M
4.46%
3.
Amazon.com Inc
:$255.19M
4.27%
4.
Walmart Inc
$98.76M
1.65%
5.
Berkshire Hathaway Inc Class B
$95.79M
1.6%
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 SVBAX
Environment
Social
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