John Hancock Funds Multi-Index Lifestyle Balanced Portfolio (JIBRX) 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 JIBRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JIBRX
JIBRX charges 0.38% annually. There are 135 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 | JIBRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | JIBRX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | JIBRX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | JIBRX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | JIBRX vs FYMIX |
Best Risk-Adjusted Alternatives to JIBRX
JIBRX has a PortfoliosLab risk / return rank of 69. There are 188 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 | JIBRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | JIBRX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | JIBRX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | JIBRX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | JIBRX vs FSRRX |
Top Performing JIBRX Alternatives (YTD)
JIBRX is at 7.63% YTD. There are 183 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 | JIBRX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | JIBRX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | JIBRX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | JIBRX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | JIBRX vs BRUFX |
Lowest Volatility Alternatives to JIBRX
JIBRX has 8.80% 1-year volatility. There are 266 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 | JIBRX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | JIBRX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | JIBRX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | JIBRX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | JIBRX vs CSTAX |
Lowest Drawdown Alternatives to JIBRX
JIBRX has a 1-year max drawdown of -6.20%. There are 257 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 | JIBRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | JIBRX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | JIBRX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | JIBRX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | JIBRX 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 | JIBRX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 96 | 6.31% | — | Jan 2009 | JIBRX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 54 | 14.20% | — | Jun 1997 | JIBRX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 60 | 9.15% | — | Nov 2012 | JIBRX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 14 | 6.22% | — | Dec 1989 | JIBRX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 17.35% | — | Jan 1997 | JIBRX vs JVLIX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 26 | 12.26% | — | May 2019 | JIBRX vs JIJIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 22 | -0.74% | — | Nov 1973 | JIBRX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 16 | 1.91% | — | Oct 1984 | JIBRX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 94 | 12.74% | — | Apr 2014 | JIBRX vs JAKVX |
Often Compared With JIBRX
Investors most often compare JIBRX with BLNDX, MHELX, FSIRX. These 16 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare JIBRX with Any Fund or Stock
Compare JIBRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JIBRX with funds that move differently
John Hancock Funds Multi-Index Lifestyle Balanced Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JIBRX.
Explore JIBRX Diversifiers