John Hancock Funds II Multimanager 2040 Lifetime Portfolio (JLIAX) Alternatives
John Hancock Funds II Multimanager 2040 Lifetime Portfolio (JLIAX) 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 JLIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to JLIAX
JLIAX charges 0.42% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among JLIAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | JLIAX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | JLIAX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | JLIAX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | JLIAX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | JLIAX vs FCQTX |
Best Risk-Adjusted Alternatives to JLIAX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Fidelity Freedom Income Fund | 87 | Oct 17, 1996 | JLIAX vs FFFAX | |
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | JLIAX vs URINX | |
| Vanguard Target Retirement Income Fund | 86 | Oct 27, 2003 | JLIAX vs VTINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | JLIAX vs PADLX | |
| Vanguard Target Retirement 2020 Fund | 86 | Jun 7, 2006 | JLIAX vs VTWNX |
Top Performing JLIAX Alternatives (YTD)
JLIAX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Fidelity Freedom Income Fund | 0.45% | Oct 17, 1996 | JLIAX vs FFFAX | |
| Fidelity Freedom 2020 Fund | 0.13% | Oct 17, 1996 | JLIAX vs FFFDX | |
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | JLIAX vs PDAHX | |
| Fidelity Freedom Index Income Fund Investor Class | -0.05% | Oct 2, 2009 | JLIAX vs FIKFX | |
| Fidelity Freedom 2025 Fund | -0.07% | Nov 6, 2003 | JLIAX vs FFTWX |
Lowest Volatility Alternatives to JLIAX
JLIAX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | JLIAX vs TDIFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | JLIAX vs FFGZX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.39% | Oct 2, 2009 | JLIAX vs FIKFX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | JLIAX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.59% | Aug 30, 2007 | JLIAX vs FRAMX |
Lowest Drawdown Alternatives to JLIAX
JLIAX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | JLIAX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | JLIAX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | JLIAX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | JLIAX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | JLIAX vs FRHMX |
Other Mutual Funds from John Hancock
Most popular John Hancock mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| John Hancock Balanced Fund | Diversified Portfolio | 85 | -0.63% | Oct 4, 1992 | JLIAX vs SVBAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 39 | 1.16% | Jun 2, 1997 | JLIAX vs JVMIX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 83 | 2.10% | Jan 1, 2009 | JLIAX vs JAAAX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 42 | -7.14% | Nov 4, 2012 | JLIAX vs JFIVX | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 61 | -0.65% | Jan 2, 1997 | JLIAX vs JVLIX | |
| John Hancock Premium Dividend Fund | Dividend | 27 | 5.12% | Dec 14, 1989 | JLIAX vs PDT | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 49 | -0.87% | Nov 9, 1973 | JLIAX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 11 | -10.79% | Oct 1, 1984 | JLIAX vs TAGRX | |
| John Hancock Small Cap Core Fund | Small Cap Blend Equities | 11 | -2.42% | Dec 20, 2013 | JLIAX vs JCCIX | |
| John Hancock Funds II Blue Chip Growth Fund | Large Cap Growth Equities | 4 | -14.89% | Oct 14, 2005 | JLIAX vs JIBCX |
Often Compared With JLIAX
What investors most often compare with JLIAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Grayscale Bitcoin Trust (BTC) | 24 | -22.40% | — | JLIAX vs GBTC | ||
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 59 | -3.29% | Jun 27, 2016 | JLIAX vs VTI | |
| Fidelity Freedom Income Fund Class K6 | Target Retirement Date | 84 | -0.40% | Oct 17, 1996 | JLIAX vs FYTKX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | Target Retirement Date | 59 | -3.42% | Nov 6, 2013 | JLIAX vs JRLVX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 39 | -5.21% | Feb 28, 2008 | JLIAX vs LTFIX | |
| Fidelity Managed Retirement 2010 Fund Class K | Target Retirement Date | 83 | -0.48% | Aug 1, 2019 | JLIAX vs FRQKX | |
| Prudential Day One 2020 Fund | Target Retirement Date | 73 | -0.38% | Dec 12, 2016 | JLIAX vs PDDDX | |
| Principal LifeTime 2050 Fund | Target Retirement Date | 39 | -5.09% | Feb 28, 2001 | JLIAX vs PPLIX | |
| State Street Target Retirement Fund | Target Retirement Date | 84 | -0.35% | Sep 29, 2014 | JLIAX vs SSFNX |
Compare JLIAX with Any Fund or Stock
Compare JLIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.