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 2050 Fund | 0.01% | — | Feb 2001 | JLKYX vs PPLIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JLKYX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | JLKYX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | JLKYX vs LTIUX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | JLKYX vs JIEHX |
Best Risk-Adjusted Alternatives to JLKYX
JLKYX has a PortfoliosLab risk / return rank of 75. There are 118 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 87 | — | Sep 2014 | JLKYX vs SSFNX | |
| USAA Target Retirement 2040 Fund | 86 | — | Jul 2008 | JLKYX vs URFRX | |
| USAA Target Retirement Income Fund | 86 | — | Jul 2008 | JLKYX vs URINX | |
| USAA Target Retirement 2050 Fund | 86 | — | Jul 2008 | JLKYX vs URFFX | |
| State Street Target Retirement 2025 Fund | 86 | — | Sep 2014 | JLKYX vs SSBRX |
Top Performing JLKYX Alternatives (YTD)
JLKYX is at 12.64% YTD. There are 94 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 14.49% | — | Jul 2013 | JLKYX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.31% | — | Jun 2017 | JLKYX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.25% | — | Jun 2019 | JLKYX vs FDFPX | |
| Fidelity Freedom 2065 Fund Class K6 | 14.22% | — | Jun 2019 | JLKYX vs FFSZX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.22% | — | Aug 2014 | JLKYX vs FVTKX |
Lowest Volatility Alternatives to JLKYX
JLKYX has 13.20% 1-year volatility. There are 509 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | JLKYX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.45% | — | Oct 2009 | JLKYX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | JLKYX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | JLKYX vs DRIQX | |
| MFS Lifetime Income Fund | 4.52% | — | Sep 2005 | JLKYX vs MLLIX |
Lowest Drawdown Alternatives to JLKYX
JLKYX has a 1-year max drawdown of -9.16%. There are 482 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | JLKYX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JLKYX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | JLKYX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | JLKYX vs PRMYX |
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 | 91 | 11.61% | — | Oct 1992 | JLKYX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 97 | 6.67% | — | Jan 2009 | JLKYX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 54 | 14.85% | — | Jun 1997 | JLKYX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 73 | 11.56% | — | Nov 2012 | JLKYX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 9 | 5.80% | — | Dec 1989 | JLKYX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 92 | 19.66% | — | Jan 1997 | JLKYX vs JVLIX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 25 | 13.47% | — | May 2019 | JLKYX vs JIJIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 12 | -0.74% | — | Nov 1973 | JLKYX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 29 | 5.93% | — | Oct 1984 | JLKYX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 95 | 13.11% | — | Apr 2014 | JLKYX vs JAKVX |
Often Compared With JLKYX
Investors most often compare JLKYX with FRQKX, PTDIX, FRAMX. 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