John Hancock Variable Insurance Trust Lifestyle Moderate Portfolio (JHMPX) 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 JHMPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JHMPX
JHMPX 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 | JHMPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | JHMPX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | JHMPX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | JHMPX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | JHMPX vs FYMIX |
Best Risk-Adjusted Alternatives to JHMPX
JHMPX has a PortfoliosLab risk / return rank of 55. There are 337 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 | JHMPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | JHMPX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | JHMPX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | JHMPX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | JHMPX vs FSRRX |
Top Performing JHMPX Alternatives (YTD)
JHMPX is at 4.06% YTD. There are 427 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 | JHMPX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | JHMPX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | JHMPX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | JHMPX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | JHMPX vs BRUFX |
Lowest Volatility Alternatives to JHMPX
JHMPX has 7.13% 1-year volatility. There are 162 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 | JHMPX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | JHMPX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | JHMPX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | JHMPX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | JHMPX vs CSTAX |
Lowest Drawdown Alternatives to JHMPX
JHMPX has a 1-year max drawdown of -5.27%. There are 159 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 | JHMPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | JHMPX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | JHMPX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | JHMPX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | JHMPX 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 | JHMPX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 96 | 6.31% | — | Jan 2009 | JHMPX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 54 | 14.20% | — | Jun 1997 | JHMPX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 60 | 9.15% | — | Nov 2012 | JHMPX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 14 | 6.22% | — | Dec 1989 | JHMPX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 17.35% | — | Jan 1997 | JHMPX vs JVLIX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 26 | 12.26% | — | May 2019 | JHMPX vs JIJIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 22 | -0.74% | — | Nov 1973 | JHMPX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 16 | 1.91% | — | Oct 1984 | JHMPX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 94 | 12.74% | — | Apr 2014 | JHMPX vs JAKVX |
Often Compared With JHMPX
Investors most often compare JHMPX with BWBIX, JCCIX, BLNDX. These 15 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare JHMPX with Any Fund or Stock
Compare JHMPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JHMPX with funds that move differently
John Hancock Variable Insurance Trust Lifestyle Moderate Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JHMPX.
Explore JHMPX Diversifiers