John Hancock Funds Multi-Index Lifestyle Aggressive Portfolio (JIIRX) 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 JIIRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JIIRX
JIIRX charges 0.27% annually. There are 89 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 | JIIRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | JIIRX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | JIIRX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | JIIRX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | JIIRX vs FYMIX |
Best Risk-Adjusted Alternatives to JIIRX
JIIRX has a PortfoliosLab risk / return rank of 71. There are 167 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 | JIIRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | JIIRX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | JIIRX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | JIIRX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | JIIRX vs AYBLX |
Top Performing JIIRX Alternatives (YTD)
JIIRX is at 13.22% YTD. There are 19 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | JIIRX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | JIIRX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | JIIRX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | JIIRX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | JIIRX vs SMIFX |
Lowest Volatility Alternatives to JIIRX
JIIRX has 12.91% 1-year volatility. There are 499 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | JIIRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | JIIRX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | JIIRX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | JIIRX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | JIIRX vs CSTAX |
Lowest Drawdown Alternatives to JIIRX
JIIRX has a 1-year max drawdown of -8.91%. There are 486 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 | JIIRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | JIIRX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | JIIRX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | JIIRX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | JIIRX vs FSRKX |
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 | 10.21% | — | Oct 1992 | JIIRX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 94 | 5.65% | — | Jan 2009 | JIIRX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 28 | 9.21% | — | Jun 1997 | JIIRX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 64 | 9.62% | — | Nov 2012 | JIIRX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 8 | 3.78% | — | Dec 1989 | JIIRX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 18.45% | — | Jan 1997 | JIIRX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 21 | 0.17% | — | Nov 1973 | JIIRX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 54 | 33.48% | — | May 2019 | JIIRX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 11 | -0.63% | — | Oct 1984 | JIIRX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 83 | 9.88% | — | Apr 2014 | JIIRX vs JAKVX |
Often Compared With JIIRX
Investors most often compare JIIRX with BWBIX, BLNDX, FIQDX. These 11 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare JIIRX with Any Fund or Stock
Compare JIIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JIIRX with funds that move differently
John Hancock Funds Multi-Index Lifestyle Aggressive Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JIIRX.
Explore JIIRX Diversifiers