John Hancock Funds Multi-Index 2035 Lifetime Portfolio (JRTMX) 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 JRTMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JRTMX
JRTMX charges 0.29% annually. There are 244 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | JRTMX vs JLKYX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | JRTMX vs LTFIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | JRTMX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JRTMX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | JRTMX vs LTRIX |
Best Risk-Adjusted Alternatives to JRTMX
JRTMX has a PortfoliosLab risk / return rank of 66. There are 144 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | JRTMX vs FIRVX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | JRTMX vs PADLX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | JRTMX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | JRTMX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | JRTMX vs FRHMX |
Top Performing JRTMX Alternatives (YTD)
JRTMX is at 8.03% YTD. There are 303 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 | JRTMX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | JRTMX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | JRTMX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | JRTMX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.19% | — | Jun 2019 | JRTMX vs FFSZX |
Lowest Volatility Alternatives to JRTMX
JRTMX has 9.89% 1-year volatility. There are 309 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.59% | — | Nov 2015 | JRTMX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | JRTMX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | JRTMX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | JRTMX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | JRTMX vs FRIMX |
Lowest Drawdown Alternatives to JRTMX
JRTMX has a 1-year max drawdown of -7.06%. There are 300 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 | JRTMX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | JRTMX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JRTMX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | JRTMX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | JRTMX vs FRQKX |
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 | 84 | 9.14% | — | Oct 1992 | JRTMX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 92 | 5.23% | — | Jan 2009 | JRTMX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 26 | 8.99% | — | Jun 1997 | JRTMX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 53 | 8.04% | — | Nov 2012 | JRTMX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 8 | 4.10% | — | Dec 1989 | JRTMX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 82 | 16.83% | — | Jan 1997 | JRTMX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 21 | 0.25% | — | Nov 1973 | JRTMX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 37 | 25.48% | — | May 2019 | JRTMX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 10 | -1.45% | — | Oct 1984 | JRTMX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 81 | 9.20% | — | Apr 2014 | JRTMX vs JAKVX |
Often Compared With JRTMX
Investors most often compare JRTMX with FIRQX, QMNNX, FXNAX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare JRTMX with Any Fund or Stock
Compare JRTMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JRTMX with funds that move differently
John Hancock Funds Multi-Index 2035 Lifetime Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JRTMX.
Explore JRTMX Diversifiers