John Hancock Variable Insurance Trust Managed Volatility Growth Portfolio (JELGX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JELGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JELGX
JELGX charges 0.18% annually. There are 64 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | JELGX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | JELGX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | JELGX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | JELGX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | JELGX vs BWBIX |
Best Risk-Adjusted Alternatives to JELGX
JELGX has a PortfoliosLab risk / return rank of 46. There are 412 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | JELGX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | JELGX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | JELGX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | JELGX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | JELGX vs FSRRX |
Top Performing JELGX Alternatives (YTD)
JELGX is at 6.14% YTD. There are 283 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | JELGX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | JELGX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | JELGX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | JELGX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | JELGX vs BRUFX |
Lowest Volatility Alternatives to JELGX
JELGX has 11.40% 1-year volatility. There are 441 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | JELGX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | JELGX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | JELGX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | JELGX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | JELGX vs CSTAX |
Lowest Drawdown Alternatives to JELGX
JELGX has a 1-year max drawdown of -7.91%. There are 424 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | JELGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | JELGX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | JELGX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | JELGX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | JELGX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories. AUM among these funds goes as high as $12B.
Often Compared With JELGX
Investors most often compare JELGX with BLNDX, FASGX, FYMIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare JELGX with Any Fund or Stock
Compare JELGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JELGX with funds that move differently
John Hancock Variable Insurance Trust Managed Volatility Growth Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JELGX.
Explore JELGX Diversifiers