John Hancock Funds Multi-Index 2060 Lifetime Portfolio (JIEHX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JIEHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JIEHX
JIEHX charges 0.01% annually. No mutual funds in the Target Retirement Date category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | JIEHX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | JIEHX vs PTDIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JIEHX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | JIEHX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | JIEHX vs LTIUX |
Best Risk-Adjusted Alternatives to JIEHX
JIEHX has a PortfoliosLab risk / return rank of 64. There are 320 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | JIEHX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | JIEHX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | JIEHX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | JIEHX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | JIEHX vs FRAMX |
Top Performing JIEHX Alternatives (YTD)
JIEHX is at 12.35% YTD. There are 112 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | JIEHX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | JIEHX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | JIEHX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | JIEHX vs FIRVX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | JIEHX vs FWLSX |
Lowest Volatility Alternatives to JIEHX
JIEHX has 12.97% 1-year volatility. There are 528 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | JIEHX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | JIEHX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | JIEHX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | JIEHX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | JIEHX vs FIKFX |
Lowest Drawdown Alternatives to JIEHX
JIEHX has a 1-year max drawdown of -9.18%. There are 501 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | JIEHX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | JIEHX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JIEHX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | JIEHX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | JIEHX vs FRQKX |
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 | 87 | 10.24% | — | Oct 1992 | JIEHX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 94 | 5.95% | — | Jan 2009 | JIEHX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 29 | 11.79% | — | Jun 1997 | JIEHX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 64 | 11.16% | — | Nov 2012 | JIEHX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 11 | 6.30% | — | Dec 1989 | JIEHX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 85 | 18.73% | — | Jan 1997 | JIEHX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 21 | 0.08% | — | Nov 1973 | JIEHX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 34 | 21.09% | — | May 2019 | JIEHX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 13 | 3.03% | — | Oct 1984 | JIEHX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 91 | 11.68% | — | Apr 2014 | JIEHX vs JAKVX |
Often Compared With JIEHX
Investors most often compare JIEHX with PHTYX, LTINX, FHRDX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare JIEHX with Any Fund or Stock
Compare JIEHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JIEHX with funds that move differently
John Hancock Funds Multi-Index 2060 Lifetime Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JIEHX.
Explore JIEHX Diversifiers