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 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 | 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 | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | JHMPX vs BWBIX | |
| 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 69. There are 220 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 | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | JHMPX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | JHMPX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | JHMPX vs FSRKX |
Top Performing JHMPX Alternatives (YTD)
JHMPX is at 5.36% YTD. There are 368 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | JHMPX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | JHMPX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | JHMPX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | JHMPX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | JHMPX vs DGIFX |
Lowest Volatility Alternatives to JHMPX
JHMPX has 6.62% 1-year volatility. There are 164 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 Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | JHMPX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | JHMPX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | JHMPX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | JHMPX vs CSTAX |
Lowest Drawdown Alternatives to JHMPX
JHMPX has a 1-year max drawdown of -5.27%. There are 162 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | JHMPX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | JHMPX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | JHMPX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | JHMPX 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 | 91 | 10.58% | — | Oct 1992 | JHMPX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 95 | 6.37% | — | Jan 2009 | JHMPX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 24 | 7.14% | — | Jun 1997 | JHMPX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 73 | 11.56% | — | Nov 2012 | JHMPX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 7 | 3.84% | — | Dec 1989 | JHMPX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 84 | 16.63% | — | Jan 1997 | JHMPX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 26 | 0.39% | — | Nov 1973 | JHMPX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 37 | 26.05% | — | May 2019 | JHMPX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 18 | 3.25% | — | Oct 1984 | JHMPX vs TAGRX | |
| John Hancock Small Cap Core Fund | Small Cap Blend Equities | 38 | 19.09% | — | Dec 2013 | JHMPX vs JCCIX |
Often Compared With JHMPX
Investors most often compare JHMPX with BLNDX, FSIRX, PUDZX. These 3 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 75 | 17.17% | — | Dec 2019 | JHMPX vs BLNDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 96 | 8.74% | — | Sep 2005 | JHMPX vs FSIRX | |
| PGIM Real Assets Fund | Diversified Portfolio | 89 | 13.05% | — | Dec 2010 | JHMPX vs PUDZX |
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