John Hancock Investment Grade Bond Fund Class R4 (JIGMX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JIGMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JIGMX
JIGMX charges 0.64% annually. There are 76 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | JIGMX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | JIGMX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | JIGMX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | JIGMX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | JIGMX vs WFBIX |
Best Risk-Adjusted Alternatives to JIGMX
JIGMX has a PortfoliosLab risk / return rank of 23. There are 63 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 76.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 76 | — | Mar 2006 | JIGMX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 68 | — | Aug 1995 | JIGMX vs PCGTX | |
| Hartford Schroders Tax-Aware Bond Fund | 65 | — | Oct 2011 | JIGMX vs STWTX | |
| Manning & Napier Credit Series | 56 | — | Apr 2020 | JIGMX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 48 | — | May 2023 | JIGMX vs FSMOX |
Top Performing JIGMX Alternatives (YTD)
JIGMX is at -0.07% YTD. There are 68 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 3.01%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 3.01% | — | Aug 1995 | JIGMX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.46% | — | Mar 2006 | JIGMX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.08% | — | Oct 2011 | JIGMX vs STWTX | |
| DFA Diversified Fixed Income Portfolio | 0.88% | — | Aug 2016 | JIGMX vs DFXIX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.86% | — | May 2023 | JIGMX vs FSMOX |
Lowest Volatility Alternatives to JIGMX
JIGMX has 3.96% 1-year volatility. There are 70 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.48% | — | Mar 2021 | JIGMX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.50% | — | Sep 2000 | JIGMX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.52% | — | Sep 2000 | JIGMX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.63% | — | Aug 2016 | JIGMX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.74% | — | Aug 2000 | JIGMX vs JIBEX |
Lowest Drawdown Alternatives to JIGMX
JIGMX has a 1-year max drawdown of -3.31%. There are 95 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | JIGMX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | JIGMX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | JIGMX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | JIGMX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | JIGMX vs FTHRX |
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 | 88 | 10.35% | — | Oct 1992 | JIGMX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 95 | 6.01% | — | Jan 2009 | JIGMX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 36 | 11.43% | — | Jun 1997 | JIGMX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 67 | 11.13% | — | Nov 2012 | JIGMX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 14 | 6.96% | — | Dec 1989 | JIGMX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 88 | 18.41% | — | Jan 1997 | JIGMX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 28 | 0.15% | — | Nov 1973 | JIGMX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 30 | 19.12% | — | May 2019 | JIGMX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 16 | 3.45% | — | Oct 1984 | JIGMX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 89 | 11.37% | — | Apr 2014 | JIGMX vs JAKVX |
Often Compared With JIGMX
Investors most often compare JIGMX with BND, OWFIX, CRAIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare JIGMX with Any Fund or Stock
Compare JIGMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JIGMX with funds that move differently
John Hancock Investment Grade Bond Fund Class R4 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JIGMX.
Explore JIGMX Diversifiers