John Hancock Funds Multi-Index 2030 Lifetime Portfolio (JRTIX) 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 JRTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JRTIX
JRTIX charges 0.31% annually. There are 254 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 | JRTIX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JRTIX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | JRTIX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | JRTIX vs PLTZX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | JRTIX vs PTDIX |
Best Risk-Adjusted Alternatives to JRTIX
JRTIX has a PortfoliosLab risk / return rank of 66. There are 185 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 | JRTIX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 85 | — | Aug 2019 | JRTIX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 85 | — | Aug 2019 | JRTIX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | JRTIX vs FRAMX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | JRTIX vs PADLX |
Top Performing JRTIX Alternatives (YTD)
JRTIX is at 7.51% YTD. There are 398 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 | JRTIX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | JRTIX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | JRTIX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | JRTIX vs FIRVX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.50% | — | Jun 2011 | JRTIX vs FCTKX |
Lowest Volatility Alternatives to JRTIX
JRTIX has 8.39% 1-year volatility. There are 228 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 | JRTIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | JRTIX vs FIKFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | JRTIX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | JRTIX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | JRTIX vs FRQAX |
Lowest Drawdown Alternatives to JRTIX
JRTIX has a 1-year max drawdown of -5.99%. There are 215 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 | JRTIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | JRTIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JRTIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | JRTIX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | JRTIX 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 | JRTIX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 91 | 5.23% | — | Jan 2009 | JRTIX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 30 | 11.07% | — | Jun 1997 | JRTIX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 59 | 9.79% | — | Nov 2012 | JRTIX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 9 | 5.82% | — | Dec 1989 | JRTIX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 83 | 17.60% | — | Jan 1997 | JRTIX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 19 | 0.52% | — | Nov 1973 | JRTIX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 38 | 24.90% | — | May 2019 | JRTIX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 11 | 1.62% | — | Oct 1984 | JRTIX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 83 | 9.38% | — | Apr 2014 | JRTIX vs JAKVX |
Often Compared With JRTIX
Investors most often compare JRTIX with DGRO, JCCIX, JRLVX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare JRTIX with Any Fund or Stock
Compare JRTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JRTIX with funds that move differently
John Hancock Funds Multi-Index 2030 Lifetime Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JRTIX.
Explore JRTIX Diversifiers