John Hancock Funds Multi-Index Lifestyle Moderate Portfolio (JLMRX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JLMRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JLMRX
JLMRX charges 0.45% annually. There are 168 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | JLMRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | JLMRX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | JLMRX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | JLMRX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | JLMRX vs BWBIX |
Best Risk-Adjusted Alternatives to JLMRX
JLMRX has a PortfoliosLab risk / return rank of 68. There are 202 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | JLMRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | JLMRX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | JLMRX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | JLMRX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | JLMRX vs FSRRX |
Top Performing JLMRX Alternatives (YTD)
JLMRX is at 5.23% YTD. There are 337 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | JLMRX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | JLMRX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | JLMRX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | JLMRX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | JLMRX vs BRUFX |
Lowest Volatility Alternatives to JLMRX
JLMRX has 6.36% 1-year volatility. There are 122 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | JLMRX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | JLMRX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | JLMRX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | JLMRX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | JLMRX vs CSTAX |
Lowest Drawdown Alternatives to JLMRX
JLMRX has a 1-year max drawdown of -4.79%. There are 111 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | JLMRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | JLMRX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | JLMRX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | JLMRX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | JLMRX vs CSTAX |
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 | 86 | 9.73% | — | Oct 1992 | JLMRX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 96 | 6.31% | — | Jan 2009 | JLMRX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 54 | 14.20% | — | Jun 1997 | JLMRX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 60 | 9.15% | — | Nov 2012 | JLMRX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 14 | 6.22% | — | Dec 1989 | JLMRX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 17.35% | — | Jan 1997 | JLMRX vs JVLIX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 26 | 12.26% | — | May 2019 | JLMRX vs JIJIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 22 | -0.74% | — | Nov 1973 | JLMRX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 16 | 1.91% | — | Oct 1984 | JLMRX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 94 | 12.74% | — | Apr 2014 | JLMRX vs JAKVX |
Often Compared With JLMRX
Investors most often compare JLMRX with FSRKX, SMIFX, FIQDX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare JLMRX with Any Fund or Stock
Compare JLMRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JLMRX with funds that move differently
John Hancock Funds Multi-Index Lifestyle Moderate Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JLMRX.
Explore JLMRX Diversifiers