John Hancock Funds II Multimanager 2020 Lifetime Portfolio (JLDAX) 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 JLDAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JLDAX
JLDAX charges 0.42% annually. There are 341 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | JLDAX vs LTRIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | JLDAX vs LTFIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | JLDAX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | JLDAX vs JIEHX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | JLDAX vs FCQTX |
Best Risk-Adjusted Alternatives to JLDAX
JLDAX has a PortfoliosLab risk / return rank of 67. There are 327 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | JLDAX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | JLDAX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | JLDAX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | JLDAX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | JLDAX vs FRHMX |
Top Performing JLDAX Alternatives (YTD)
JLDAX is at 6.01% YTD. There are 498 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | JLDAX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | JLDAX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | JLDAX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | JLDAX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.76% | — | Aug 2014 | JLDAX vs FVTKX |
Lowest Volatility Alternatives to JLDAX
JLDAX has 6.51% 1-year volatility. There are 146 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.58% | — | Nov 2015 | JLDAX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | JLDAX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | JLDAX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.32% | — | Oct 2009 | JLDAX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.36% | — | Aug 2007 | JLDAX vs FRIMX |
Lowest Drawdown Alternatives to JLDAX
JLDAX has a 1-year max drawdown of -5.01%. There are 141 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 | JLDAX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | JLDAX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JLDAX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | JLDAX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | JLDAX vs FRKMX |
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 | JLDAX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 94 | 5.65% | — | Jan 2009 | JLDAX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 28 | 9.21% | — | Jun 1997 | JLDAX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 64 | 9.62% | — | Nov 2012 | JLDAX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 8 | 3.78% | — | Dec 1989 | JLDAX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 18.45% | — | Jan 1997 | JLDAX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 21 | 0.17% | — | Nov 1973 | JLDAX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 54 | 33.48% | — | May 2019 | JLDAX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 11 | -0.63% | — | Oct 1984 | JLDAX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 83 | 9.88% | — | Apr 2014 | JLDAX vs JAKVX |
Often Compared With JLDAX
Investors most often compare JLDAX with FRQIX, FFSDX, FFSZX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare JLDAX with Any Fund or Stock
Compare JLDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JLDAX with funds that move differently
John Hancock Funds II Multimanager 2020 Lifetime Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JLDAX.
Explore JLDAX Diversifiers