John Hancock Funds Multi-Index 2055 Lifetime Portfolio (JLKYX) 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 JLKYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JLKYX
JLKYX charges 0.01% annually. No mutual funds in the Target Retirement Date category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | JLKYX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JLKYX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | JLKYX vs LTIUX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | JLKYX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | JLKYX vs PTDIX |
Best Risk-Adjusted Alternatives to JLKYX
JLKYX has a PortfoliosLab risk / return rank of 65. There are 269 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 | JLKYX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 86 | — | Aug 2007 | JLKYX vs FRAMX | |
| State Street Target Retirement Fund | 85 | — | Sep 2014 | JLKYX vs SSFNX | |
| Prudential Day One Income Fund | 84 | — | Dec 2016 | JLKYX vs PDAHX | |
| Dimensional Retirement Income Fund | 83 | — | Nov 2015 | JLKYX vs TDIFX |
Top Performing JLKYX Alternatives (YTD)
JLKYX is at 11.81% YTD. There are 64 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 | JLKYX vs FRAMX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.36% | — | Jun 2017 | JLKYX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.32% | — | Jun 2019 | JLKYX vs FDFPX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.32% | — | Aug 2014 | JLKYX vs FVTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.30% | — | Jun 2019 | JLKYX vs FFSZX |
Lowest Volatility Alternatives to JLKYX
JLKYX has 12.98% 1-year volatility. There are 516 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 | JLKYX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | JLKYX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | JLKYX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | JLKYX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | JLKYX vs FIKFX |
Lowest Drawdown Alternatives to JLKYX
JLKYX has a 1-year max drawdown of -9.16%. There are 488 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 | JLKYX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | JLKYX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JLKYX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | JLKYX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | JLKYX 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 | 87 | 10.21% | — | Oct 1992 | JLKYX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 95 | 6.19% | — | Jan 2009 | JLKYX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 31 | 11.72% | — | Jun 1997 | JLKYX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 65 | 10.70% | — | Nov 2012 | JLKYX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 16 | 7.04% | — | Dec 1989 | JLKYX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 18.73% | — | Jan 1997 | JLKYX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 25 | -0.07% | — | Nov 1973 | JLKYX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 30 | 18.68% | — | May 2019 | JLKYX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 13 | 2.56% | — | Oct 1984 | JLKYX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 91 | 11.62% | — | Apr 2014 | JLKYX vs JAKVX |
Often Compared With JLKYX
Investors most often compare JLKYX with FRQKX, PLWIX, PLTQX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare JLKYX with Any Fund or Stock
Compare JLKYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JLKYX with funds that move differently
John Hancock Funds Multi-Index 2055 Lifetime Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JLKYX.
Explore JLKYX Diversifiers