John Hancock Funds Multi-Index Lifestyle Conservative Portfolio (JLCSX) 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 JLCSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JLCSX
JLCSX charges 0.51% annually. There are 194 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 | JLCSX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | JLCSX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | JLCSX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | JLCSX vs VBAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | JLCSX vs VTMFX |
Best Risk-Adjusted Alternatives to JLCSX
JLCSX has a PortfoliosLab risk / return rank of 63. There are 269 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 | JLCSX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | JLCSX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | JLCSX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | JLCSX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | JLCSX vs FSRRX |
Top Performing JLCSX Alternatives (YTD)
JLCSX is at 2.86% YTD. There are 494 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 | JLCSX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | JLCSX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | JLCSX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | JLCSX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | JLCSX vs BRUFX |
Lowest Volatility Alternatives to JLCSX
JLCSX has 4.42% 1-year volatility. There are 14 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 | JLCSX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | JLCSX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | JLCSX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | JLCSX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | JLCSX vs CSTAX |
Lowest Drawdown Alternatives to JLCSX
JLCSX has a 1-year max drawdown of -3.67%. There are 36 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 | JLCSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | JLCSX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | JLCSX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | JLCSX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | JLCSX 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 | JLCSX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 96 | 6.31% | — | Jan 2009 | JLCSX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 54 | 14.20% | — | Jun 1997 | JLCSX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 60 | 9.15% | — | Nov 2012 | JLCSX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 14 | 6.22% | — | Dec 1989 | JLCSX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 17.35% | — | Jan 1997 | JLCSX vs JVLIX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 26 | 12.26% | — | May 2019 | JLCSX vs JIJIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 22 | -0.74% | — | Nov 1973 | JLCSX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 16 | 1.91% | — | Oct 1984 | JLCSX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 94 | 12.74% | — | Apr 2014 | JLCSX vs JAKVX |
Often Compared With JLCSX
Investors most often compare JLCSX with FCSRX, FSIRX, FYMIX. These 15 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare JLCSX with Any Fund or Stock
Compare JLCSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JLCSX with funds that move differently
John Hancock Funds Multi-Index Lifestyle Conservative Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JLCSX.
Explore JLCSX Diversifiers