John Hancock Funds II Multimanager Lifestyle Balanced Portfolio (JILBX) 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 JILBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JILBX
JILBX charges 0.20% annually. There are 69 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 | JILBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | JILBX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | JILBX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | JILBX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | JILBX vs BWBIX |
Best Risk-Adjusted Alternatives to JILBX
JILBX has a PortfoliosLab risk / return rank of 11. There are 532 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 | JILBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | JILBX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | JILBX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | JILBX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | JILBX vs FSRRX |
Top Performing JILBX Alternatives (YTD)
JILBX is at 7.18% YTD. There are 212 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 | JILBX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | JILBX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | JILBX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | JILBX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | JILBX vs BRUFX |
Lowest Volatility Alternatives to JILBX
JILBX has 12.73% 1-year volatility. There are 483 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 | JILBX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | JILBX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | JILBX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | JILBX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | JILBX vs CSTAX |
Lowest Drawdown Alternatives to JILBX
JILBX has a 1-year max drawdown of -10.55%. There are 522 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 | JILBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | JILBX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | JILBX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | JILBX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | JILBX 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 | JILBX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 96 | 6.31% | — | Jan 2009 | JILBX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 54 | 14.20% | — | Jun 1997 | JILBX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 60 | 9.15% | — | Nov 2012 | JILBX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 14 | 6.22% | — | Dec 1989 | JILBX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 17.35% | — | Jan 1997 | JILBX vs JVLIX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 26 | 12.26% | — | May 2019 | JILBX vs JIJIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 22 | -0.74% | — | Nov 1973 | JILBX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 16 | 1.91% | — | Oct 1984 | JILBX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 94 | 12.74% | — | Apr 2014 | JILBX vs JAKVX |
Often Compared With JILBX
Investors most often compare JILBX with FSIRX, FIQDX, BLNDX. These 15 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare JILBX with Any Fund or Stock
Compare JILBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JILBX with funds that move differently
John Hancock Funds II Multimanager Lifestyle Balanced Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JILBX.
Explore JILBX Diversifiers