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 40 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | JHCIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | JHCIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | JHCIX vs BWBIX |
Best Risk-Adjusted Alternatives to JHCIX
JHCIX has a PortfoliosLab risk / return rank of 64. There are 260 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 | 97 | — | Dec 2009 | JHCIX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 97 | — | Sep 2005 | JHCIX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | JHCIX vs FIQDX |
Top Performing JHCIX Alternatives (YTD)
JHCIX is at 2.93% YTD. There are 501 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 32.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 32.52% | — | Jan 1998 | JHCIX vs EKBAX | |
| Greenspring Fund | 20.11% | — | Jun 1983 | JHCIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.53% | — | Aug 1998 | JHCIX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.20% | — | Dec 2002 | JHCIX vs TIBIX | |
| Standpoint Multi-Asset Fund Institutional | 16.97% | — | Dec 2019 | JHCIX vs BLNDX |
Lowest Volatility Alternatives to JHCIX
JHCIX has 4.99% 1-year volatility. There are 56 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 Institutional Managed Trust Multi-Asset Capita... | 2.64% | — | Apr 2012 | JHCIX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | JHCIX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | JHCIX vs AVEFX | |
| American Funds College 2027 Fund | 3.04% | — | Sep 2012 | JHCIX vs CSTAX |
Lowest Drawdown Alternatives to JHCIX
JHCIX has a 1-year max drawdown of -4.01%. There are 58 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | JHCIX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | JHCIX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | JHCIX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | JHCIX vs FSRRX |
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 | 90 | 9.97% | — | Oct 1992 | JHCIX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 95 | 6.19% | — | Jan 2009 | JHCIX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 20 | 6.19% | — | Jun 1997 | JHCIX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 76 | 11.42% | — | Nov 2012 | JHCIX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 7 | 4.25% | — | Dec 1989 | JHCIX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 82 | 15.45% | — | Jan 1997 | JHCIX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 23 | 0.39% | — | Nov 1973 | JHCIX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 37 | 24.90% | — | May 2019 | JHCIX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 20 | 4.13% | — | Oct 1984 | JHCIX vs TAGRX | |
| John Hancock Small Cap Core Fund | Small Cap Blend Equities | 33 | 17.92% | — | Dec 2013 | JHCIX vs JCCIX |
Often Compared With JHCIX
Investors most often compare JHCIX with JAKRX, JEEIX, FSIRX. These 4 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 94 | 13.18% | — | Dec 2013 | JHCIX vs JAKRX | |
| JHancock Infrastructure Fund | Energy Equities | 45 | 8.90% | — | Dec 2013 | JHCIX vs JEEIX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 96 | 8.40% | — | Sep 2005 | JHCIX vs FSIRX | |
| PGIM Real Assets Fund | Diversified Portfolio | 90 | 12.42% | — | Dec 2010 | JHCIX vs PUDZX |
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