John Hancock Funds Multimanager 2050 Lifetime Portfolio (JLKOX) 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 JLKOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JLKOX
JLKOX charges 0.05% annually. There are 35 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 2050 Fund | 0.01% | — | Feb 2001 | JLKOX vs PPLIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | JLKOX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | JLKOX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | JLKOX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JLKOX vs PMTIX |
Best Risk-Adjusted Alternatives to JLKOX
JLKOX has a PortfoliosLab risk / return rank of 29. There are 649 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | JLKOX vs PADLX | |
| State Street Target Retirement Fund | 87 | — | Sep 2014 | JLKOX vs SSFNX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | JLKOX vs PDAHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | JLKOX vs FRAMX | |
| Dimensional Retirement Income Fund | 85 | — | Nov 2015 | JLKOX vs TDIFX |
Top Performing JLKOX Alternatives (YTD)
JLKOX is at 12.45% YTD. There are 84 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | JLKOX vs FRAMX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | JLKOX vs FVTKX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.84% | — | Jun 2017 | JLKOX vs FWLSX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.83% | — | Jun 2011 | JLKOX vs FCTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.82% | — | Jun 2019 | JLKOX vs FFSZX |
Lowest Volatility Alternatives to JLKOX
JLKOX has 15.35% 1-year volatility. There are 652 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | JLKOX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | JLKOX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | JLKOX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | JLKOX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | JLKOX vs FIKFX |
Lowest Drawdown Alternatives to JLKOX
JLKOX has a 1-year max drawdown of -10.45%. There are 653 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 | JLKOX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | JLKOX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JLKOX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | JLKOX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | JLKOX vs FRIMX |
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 | 10.35% | — | Oct 1992 | JLKOX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 95 | 6.01% | — | Jan 2009 | JLKOX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 36 | 11.43% | — | Jun 1997 | JLKOX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 67 | 11.13% | — | Nov 2012 | JLKOX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 14 | 6.96% | — | Dec 1989 | JLKOX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 88 | 18.41% | — | Jan 1997 | JLKOX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 28 | 0.15% | — | Nov 1973 | JLKOX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 30 | 19.12% | — | May 2019 | JLKOX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 16 | 3.45% | — | Oct 1984 | JLKOX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 89 | 11.37% | — | Apr 2014 | JLKOX vs JAKVX |
Often Compared With JLKOX
Investors most often compare JLKOX with JLKUX, VT, JCCIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare JLKOX with Any Fund or Stock
Compare JLKOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JLKOX with funds that move differently
John Hancock Funds Multimanager 2050 Lifetime Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JLKOX.
Explore JLKOX Diversifiers