John Hancock Disciplined Value Global Long/Short Fund Class A (JAKRX) Alternatives
John Hancock Disciplined Value Global Long/Short Fund Class A (JAKRX) belongs to the Long-Short category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JAKRX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to JAKRX
JAKRX charges 1.91% annually. Among mutual funds in the Long-Short category, these options have the lowest expense ratios among JAKRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Parvin Hedged Equity Solari World Fund | 0.01% | Jan 27, 2021 | JAKRX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | Jun 26, 2014 | JAKRX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | Jan 20, 2026 | JAKRX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | Nov 1, 2009 | JAKRX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | Dec 30, 2012 | JAKRX vs BTPIX |
Best Risk-Adjusted Alternatives to JAKRX
Among mutual funds in the Long-Short category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| BlackRock Global Long/Short Equity Fund Class I | 96 | Dec 20, 2012 | JAKRX vs BDMIX | |
| AQR Long-Short Equity Fund | 94 | Jul 15, 2013 | JAKRX vs QLEIX | |
| AQR Long-Short Equity N | 94 | Jul 16, 2013 | JAKRX vs QLENX | |
| Boston Partners Long/Short Equity Fund | 94 | Nov 16, 1998 | JAKRX vs BPLEX | |
| Vanguard Market Neutral Fund Investor Shares | 91 | Nov 11, 1998 | JAKRX vs VMNFX |
Top Performing JAKRX Alternatives (YTD)
JAKRX alternatives from the Long-Short category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Guggenheim Alpha Opportunity Fund | 10.98% | Jul 6, 2003 | JAKRX vs SAOAX | |
| PIMCO RAE Worldwide Long/Short PLUS Fund | 9.37% | Dec 3, 2014 | JAKRX vs PWLIX | |
| Parvin Hedged Equity Solari World Fund | 6.81% | Jan 27, 2021 | JAKRX vs PHSWX | |
| Easterly Snow Capital Long/Short Opportunity Fund | 6.23% | Apr 27, 2006 | JAKRX vs SNOIX | |
| John Hancock Disciplined Value Global Long/Short F... | 5.90% | Apr 11, 2014 | JAKRX vs JAKVX |
Lowest Volatility Alternatives to JAKRX
JAKRX alternatives from the Long-Short category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Managed Wealth Fund | 5.84% | Jun 26, 2014 | JAKRX vs MNWIX | |
| Federated Hermes MDT Market Neutral A | 6.38% | Sep 30, 2008 | JAKRX vs QAMNX | |
| Neuberger Berman Long Short Fund | 6.46% | Dec 28, 2011 | JAKRX vs NLSIX | |
| Knights of Columbus Long/Short Equity Fund | 6.51% | Dec 1, 2019 | JAKRX vs KCEIX | |
| AB Select US Long/Short Portfolio | 6.63% | Dec 11, 2012 | JAKRX vs ASILX |
Lowest Drawdown Alternatives to JAKRX
JAKRX alternatives from the Long-Short category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Knights of Columbus Long/Short Equity Fund | -3.50% | Dec 1, 2019 | JAKRX vs KCEIX | |
| BlackRock Global Long/Short Equity Fund Class I | -3.60% | Dec 20, 2012 | JAKRX vs BDMIX | |
| AB Select US Long/Short Portfolio | -3.62% | Dec 11, 2012 | JAKRX vs ASILX | |
| Quantitative U.S. Long/Short Equity Portfolio | -4.15% | Sep 28, 2006 | JAKRX vs GTAPX | |
| Federated Hermes MDT Market Neutral A | -4.16% | Sep 30, 2008 | JAKRX vs QAMNX |
Other Mutual Funds from John Hancock
Most popular John Hancock mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| John Hancock Balanced Fund | Diversified Portfolio | 85 | -0.63% | Oct 4, 1992 | JAKRX vs SVBAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 39 | 1.16% | Jun 2, 1997 | JAKRX vs JVMIX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 85 | 2.52% | Jan 1, 2009 | JAKRX vs JAAAX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 53 | -4.42% | Nov 4, 2012 | JAKRX vs JFIVX | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 67 | 1.78% | Jan 2, 1997 | JAKRX vs JVLIX | |
| John Hancock Premium Dividend Fund | Dividend | 28 | 6.16% | Dec 14, 1989 | JAKRX vs PDT | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 39 | -0.65% | Nov 9, 1973 | JAKRX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 14 | -8.29% | Oct 1, 1984 | JAKRX vs TAGRX | |
| John Hancock Small Cap Core Fund | Small Cap Blend Equities | 15 | 0.37% | Dec 20, 2013 | JAKRX vs JCCIX | |
| John Hancock Funds II Blue Chip Growth Fund | Large Cap Growth Equities | 7 | -11.51% | Oct 14, 2005 | JAKRX vs JIBCX |
Often Compared With JAKRX
What investors most often compare with JAKRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Market Neutral Fund Institutional Shares | Long-Short | 91 | 5.62% | Oct 19, 1998 | JAKRX vs VMNIX |
Compare JAKRX with Any Fund or Stock
Compare JAKRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.