John Hancock Variable Insurance Trust Lifestyle Conservative Portfolio (JHCIX) 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 JHCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JHCIX
JHCIX charges 0.13% annually. There are 44 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 | JHCIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | JHCIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | JHCIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | JHCIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | JHCIX vs BWBIX |
Best Risk-Adjusted Alternatives to JHCIX
JHCIX has a PortfoliosLab risk / return rank of 50. There are 385 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 | JHCIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | JHCIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | JHCIX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | JHCIX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | JHCIX vs FSRRX |
Top Performing JHCIX Alternatives (YTD)
JHCIX is at 2.18% YTD. There are 514 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 | JHCIX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | JHCIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | JHCIX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | JHCIX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | JHCIX vs BRUFX |
Lowest Volatility Alternatives to JHCIX
JHCIX has 5.07% 1-year volatility. There are 50 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 | JHCIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | JHCIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | JHCIX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | JHCIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | JHCIX vs CSTAX |
Lowest Drawdown Alternatives to JHCIX
JHCIX has a 1-year max drawdown of -4.01%. There are 53 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 | JHCIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | JHCIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | JHCIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | JHCIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | JHCIX 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 | JHCIX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 96 | 6.31% | — | Jan 2009 | JHCIX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 54 | 14.20% | — | Jun 1997 | JHCIX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 60 | 9.15% | — | Nov 2012 | JHCIX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 14 | 6.22% | — | Dec 1989 | JHCIX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 17.35% | — | Jan 1997 | JHCIX vs JVLIX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 26 | 12.26% | — | May 2019 | JHCIX vs JIJIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 22 | -0.74% | — | Nov 1973 | JHCIX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 16 | 1.91% | — | Oct 1984 | JHCIX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 94 | 12.74% | — | Apr 2014 | JHCIX vs JAKVX |
Often Compared With JHCIX
Investors most often compare JHCIX with JAKRX, JEEIX, FCSRX. These 19 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare JHCIX with Any Fund or Stock
Compare JHCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JHCIX with funds that move differently
John Hancock Variable Insurance Trust Lifestyle Conservative Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JHCIX.
Explore JHCIX Diversifiers