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 2060 Fund | 0.01% | — | Feb 2013 | JIEHX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | JIEHX vs LTFIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | JIEHX vs LTSTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | JIEHX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JIEHX vs PMTIX |
Best Risk-Adjusted Alternatives to JIEHX
JIEHX has a PortfoliosLab risk / return rank of 69. There are 316 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | JIEHX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | JIEHX vs SSFNX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 86 | — | Jan 2020 | JIEHX vs DTDRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 86 | — | Nov 2015 | JIEHX vs DRILX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | JIEHX vs PDAHX |
Top Performing JIEHX Alternatives (YTD)
JIEHX is at 12.41% YTD. There are 84 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock LifePath Dynamic 2060 Fund | 13.44% | — | May 2017 | JIEHX vs LPDIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.43% | — | Jun 2017 | JIEHX vs FWLSX | |
| BlackRock LifePath Dynamic 2055 Fund | 13.41% | — | Jun 2010 | JIEHX vs LPVIX | |
| Fidelity Flex Freedom Blend 2055 Fund | 13.34% | — | Jun 2017 | JIEHX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.32% | — | Jun 2019 | JIEHX vs FDFPX |
Lowest Volatility Alternatives to JIEHX
JIEHX has 12.09% 1-year volatility. There are 535 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.34% | — | Nov 2015 | JIEHX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.99% | — | Oct 2009 | JIEHX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.02% | — | Oct 2009 | JIEHX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.15% | — | Aug 2019 | JIEHX vs FRQHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.15% | — | Aug 2007 | JIEHX vs FRIMX |
Lowest Drawdown Alternatives to JIEHX
JIEHX has a 1-year max drawdown of -9.18%. There are 508 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 | 90 | 9.97% | — | Oct 1992 | JIEHX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 95 | 6.19% | — | Jan 2009 | JIEHX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 20 | 6.19% | — | Jun 1997 | JIEHX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 76 | 11.42% | — | Nov 2012 | JIEHX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 7 | 4.25% | — | Dec 1989 | JIEHX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 82 | 15.45% | — | Jan 1997 | JIEHX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 23 | 0.39% | — | Nov 1973 | JIEHX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 37 | 24.90% | — | May 2019 | JIEHX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 20 | 4.13% | — | Oct 1984 | JIEHX vs TAGRX | |
| John Hancock Small Cap Core Fund | Small Cap Blend Equities | 33 | 17.92% | — | Dec 2013 | JIEHX vs JCCIX |
Often Compared With JIEHX
Investors most often compare JIEHX with PHTYX, TCLNX, LPWRX. These 20 comparison targets span 1 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