John Hancock Funds Multi-Index 2050 Lifetime Portfolio (JRTYX) 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 JRTYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JRTYX
JRTYX charges 0.26% annually. There are 236 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 2060 Fund | 0.01% | — | Feb 2013 | JRTYX vs PLTZX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | JRTYX vs PLWIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JRTYX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | JRTYX vs FCQTX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | JRTYX vs PTDIX |
Best Risk-Adjusted Alternatives to JRTYX
JRTYX has a PortfoliosLab risk / return rank of 64. There are 341 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 | JRTYX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | JRTYX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | JRTYX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | JRTYX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | JRTYX vs URTRX |
Top Performing JRTYX Alternatives (YTD)
JRTYX is at 10.99% YTD. There are 100 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 | JRTYX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | JRTYX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | JRTYX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | JRTYX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | JRTYX vs FDFPX |
Lowest Volatility Alternatives to JRTYX
JRTYX has 13.21% 1-year volatility. There are 508 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 | JRTYX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | JRTYX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | JRTYX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | JRTYX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | JRTYX vs DRIQX |
Lowest Drawdown Alternatives to JRTYX
JRTYX has a 1-year max drawdown of -9.19%. There are 485 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 | JRTYX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | JRTYX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JRTYX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | JRTYX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | JRTYX 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 | JRTYX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 96 | 6.31% | — | Jan 2009 | JRTYX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 54 | 14.20% | — | Jun 1997 | JRTYX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 60 | 9.15% | — | Nov 2012 | JRTYX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 14 | 6.22% | — | Dec 1989 | JRTYX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 17.35% | — | Jan 1997 | JRTYX vs JVLIX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 26 | 12.26% | — | May 2019 | JRTYX vs JIJIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 22 | -0.74% | — | Nov 1973 | JRTYX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 16 | 1.91% | — | Oct 1984 | JRTYX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 94 | 12.74% | — | Apr 2014 | JRTYX vs JAKVX |
Often Compared With JRTYX
Investors most often compare JRTYX with FRHMX, FRQHX, JCCIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare JRTYX with Any Fund or Stock
Compare JRTYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JRTYX with funds that move differently
John Hancock Funds Multi-Index 2050 Lifetime Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JRTYX.
Explore JRTYX Diversifiers