John Hancock Funds Multi-Index 2020 Lifetime Portfolio (JRLPX) 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 JRLPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JRLPX
JRLPX charges 0.41% annually. There are 334 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 2045 Fund | 0.01% | — | Feb 2008 | JRLPX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JRLPX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | JRLPX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | JRLPX vs PLTZX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | JRLPX vs PTDIX |
Best Risk-Adjusted Alternatives to JRLPX
JRLPX has a PortfoliosLab risk / return rank of 68. There are 137 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | JRLPX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 85 | — | Aug 2019 | JRLPX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 85 | — | Aug 2019 | JRLPX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | JRLPX vs FRAMX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | JRLPX vs PADLX |
Top Performing JRLPX Alternatives (YTD)
JRLPX is at 5.57% YTD. There are 510 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | JRLPX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | JRLPX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | JRLPX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | JRLPX vs FIRVX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.50% | — | Jun 2011 | JRLPX vs FCTKX |
Lowest Volatility Alternatives to JRLPX
JRLPX has 6.23% 1-year volatility. There are 113 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.48% | — | Nov 2015 | JRLPX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | JRLPX vs FIKFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | JRLPX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | JRLPX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | JRLPX vs FRQAX |
Lowest Drawdown Alternatives to JRLPX
JRLPX has a 1-year max drawdown of -4.71%. There are 118 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 | JRLPX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | JRLPX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JRLPX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | JRLPX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | JRLPX vs FRHMX |
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 | 10.31% | — | Oct 1992 | JRLPX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 91 | 5.23% | — | Jan 2009 | JRLPX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 30 | 11.07% | — | Jun 1997 | JRLPX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 59 | 9.79% | — | Nov 2012 | JRLPX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 9 | 5.82% | — | Dec 1989 | JRLPX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 83 | 17.60% | — | Jan 1997 | JRLPX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 19 | 0.52% | — | Nov 1973 | JRLPX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 38 | 24.90% | — | May 2019 | JRLPX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 11 | 1.62% | — | Oct 1984 | JRLPX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 83 | 9.38% | — | Apr 2014 | JRLPX vs JAKVX |
Often Compared With JRLPX
Investors most often compare JRLPX with DRIJX, DRIKX, FRQKX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare JRLPX with Any Fund or Stock
Compare JRLPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JRLPX with funds that move differently
John Hancock Funds Multi-Index 2020 Lifetime Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JRLPX.
Explore JRLPX Diversifiers