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 256 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 2030 Fund | 0.01% | — | Feb 2001 | JRTIX vs PMTIX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | JRTIX vs JRLVX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | JRTIX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | JRTIX vs LTIUX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | JRTIX vs PPLIX |
Best Risk-Adjusted Alternatives to JRTIX
JRTIX has a PortfoliosLab risk / return rank of 71. There are 105 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | JRTIX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | JRTIX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | JRTIX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | JRTIX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | JRTIX vs URTRX |
Top Performing JRTIX Alternatives (YTD)
JRTIX is at 7.43% YTD. There are 367 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | JRTIX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | JRTIX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | JRTIX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | JRTIX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | JRTIX vs FQLSX |
Lowest Volatility Alternatives to JRTIX
JRTIX has 8.54% 1-year volatility. There are 203 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 | JRTIX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | JRTIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | JRTIX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | JRTIX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | JRTIX vs DRIQX |
Lowest Drawdown Alternatives to JRTIX
JRTIX has a 1-year max drawdown of -5.99%. There are 187 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | JRTIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JRTIX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | JRTIX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | JRTIX 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 | 86 | 9.73% | — | Oct 1992 | JRTIX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 96 | 6.31% | — | Jan 2009 | JRTIX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 54 | 14.20% | — | Jun 1997 | JRTIX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 60 | 9.15% | — | Nov 2012 | JRTIX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 14 | 6.22% | — | Dec 1989 | JRTIX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 17.35% | — | Jan 1997 | JRTIX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 22 | -0.74% | — | Nov 1973 | JRTIX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 26 | 12.26% | — | May 2019 | JRTIX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 16 | 1.91% | — | Oct 1984 | JRTIX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 94 | 12.74% | — | Apr 2014 | JRTIX vs JAKVX |
Often Compared With JRTIX
Investors most often compare JRTIX with DGRO, JCCIX, FRQKX. These 20 comparison targets span 5 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