John Hancock Variable Insurance Trust Lifestyle Balanced Portfolio (JHBPX) 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 JHBPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JHBPX
JHBPX charges 0.12% annually. There are 38 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 | JHBPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | JHBPX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | JHBPX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | JHBPX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | JHBPX vs FYMIX |
Best Risk-Adjusted Alternatives to JHBPX
JHBPX has a PortfoliosLab risk / return rank of 57. There are 323 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 | JHBPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | JHBPX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | JHBPX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | JHBPX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | JHBPX vs FSRRX |
Top Performing JHBPX Alternatives (YTD)
JHBPX is at 4.95% YTD. There are 360 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 | JHBPX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | JHBPX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | JHBPX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | JHBPX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | JHBPX vs BRUFX |
Lowest Volatility Alternatives to JHBPX
JHBPX has 8.35% 1-year volatility. There are 229 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 | JHBPX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | JHBPX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | JHBPX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | JHBPX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | JHBPX vs CSTAX |
Lowest Drawdown Alternatives to JHBPX
JHBPX has a 1-year max drawdown of -5.92%. There are 223 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 | JHBPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | JHBPX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | JHBPX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | JHBPX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | JHBPX vs CSTAX |
Other Mutual Funds from John Hancock
The 10 most viewed John Hancock mutual funds shown here include SVBAX, JAAAX, JVMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| John Hancock Balanced Fund | Diversified Portfolio | 86 | 9.73% | — | Oct 1992 | JHBPX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 96 | 6.31% | — | Jan 2009 | JHBPX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 54 | 14.20% | — | Jun 1997 | JHBPX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 60 | 9.15% | — | Nov 2012 | JHBPX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 14 | 6.22% | — | Dec 1989 | JHBPX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 17.35% | — | Jan 1997 | JHBPX vs JVLIX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 26 | 12.26% | — | May 2019 | JHBPX vs JIJIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 22 | -0.74% | — | Nov 1973 | JHBPX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 16 | 1.91% | — | Oct 1984 | JHBPX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 94 | 12.74% | — | Apr 2014 | JHBPX vs JAKVX |
Often Compared With JHBPX
Investors most often compare JHBPX with QBDSX, FSIRX, MHELX. These 17 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare JHBPX with Any Fund or Stock
Compare JHBPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JHBPX with funds that move differently
John Hancock Variable Insurance Trust Lifestyle Balanced Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JHBPX.
Explore JHBPX Diversifiers