TAGRX Alternatives & Similar Mutual Funds

John Hancock Fundamental Large Cap Core Fund (TAGRX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TAGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to TAGRX

TAGRX charges 1.01% annually. There are 314 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	TAGRX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	TAGRX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	TAGRX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	TAGRX vs FLCPX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	0.02%	2.20T	Apr 2015	TAGRX vs VSMPX

Best Risk-Adjusted Alternatives to TAGRX

TAGRX has a PortfoliosLab risk / return rank of 18. There are 347 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	96	15.30B	Dec 2004	TAGRX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	82.00B	Nov 2001	TAGRX vs VPMAX
DHAMX	Centre American Select Equity Fund	92	—	Dec 2011	TAGRX vs DHAMX
POSKX	PrimeCap Odyssey Stock Fund	91	—	Nov 2004	TAGRX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	91	—	Feb 2004	TAGRX vs GTLOX

Top Performing TAGRX Alternatives (YTD)

TAGRX is at 3.25% YTD. There are 358 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	29.33%	15.30B	Dec 2004	TAGRX vs VPCCX
YFSIX	AMG Yacktman Global Fund	27.94%	—	Jan 2017	TAGRX vs YFSIX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	27.79%	—	Dec 2015	TAGRX vs RESGX
ALSMX	Archer Multi Cap Fund	26.71%	—	Dec 2019	TAGRX vs ALSMX
IGIAX	Integrity ESG Growth & Income Fund	26.41%	—	Jan 1995	TAGRX vs IGIAX

Lowest Volatility Alternatives to TAGRX

TAGRX has 12.50% 1-year volatility. There are 274 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.26%	—	Jun 2013	TAGRX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.26%	—	Mar 2021	TAGRX vs SVPFX
AUEIX	AQR Large Cap Defensive Style Fund	7.91%	—	Jul 2012	TAGRX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	7.91%	—	Jul 2012	TAGRX vs QUERX
FULVX	Fidelity U.S. Low Volatility Equity Fund	8.38%	—	Nov 2019	TAGRX vs FULVX

Lowest Drawdown Alternatives to TAGRX

TAGRX has a 1-year max drawdown of -14.04%. There are 375 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	Mar 2021	TAGRX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	TAGRX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	TAGRX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	TAGRX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	TAGRX vs QUERX

Other Mutual Funds from John Hancock

The 10 most viewed John Hancock mutual funds shown here include SVBAX, JAAAX, JVMIX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SVBAX	John Hancock Balanced Fund	Diversified Portfolio	91	10.58%	—	Oct 1992	TAGRX vs SVBAX
JAAAX	John Hancock Funds Alternative Asset Allocation Fu...	Multistrategy	95	6.37%	—	Jan 2009	TAGRX vs JAAAX
JVMIX	John Hancock Funds Disciplined Value Mid Cap Fund ...	Mid Cap Value Equities	24	7.14%	—	Jun 1997	TAGRX vs JVMIX
JFIVX	John Hancock Variable Insurance Trust 500 Index Tr...	Large Cap Blend Equities	73	11.56%	—	Nov 2012	TAGRX vs JFIVX
PDT	John Hancock Premium Dividend Fund	Dividend	7	3.84%	—	Dec 1989	TAGRX vs PDT
JVLIX	John Hancock Funds Disciplined Value Fund	Large Cap Value Equities	84	16.63%	—	Jan 1997	TAGRX vs JVLIX
JHNBX	John Hancock Bond Fund	Intermediate Core-Plus Bond	26	0.39%	—	Nov 1973	TAGRX vs JHNBX
JIJIX	John Hancock International Dynamic Growth Fund	Foreign Large Cap Equities	37	26.05%	—	May 2019	TAGRX vs JIJIX
JCCIX	John Hancock Small Cap Core Fund	Small Cap Blend Equities	38	19.09%	—	Dec 2013	TAGRX vs JCCIX
JAKVX	John Hancock Disciplined Value Global Long/Short F...	Long-Short	94	13.49%	—	Apr 2014	TAGRX vs JAKVX

Often Compared With TAGRX

Investors most often compare TAGRX with QQQ, GOIGX, JFCIX. These 20 comparison targets span 18 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
QQQ	Invesco QQQ ETF	Nasdaq-100	73	21.30%	493.99B	Mar 1999	TAGRX vs QQQ
GOIGX	John Hancock International Growth Fund Class A	International Equity	30	14.42%	—	Jun 2006	TAGRX vs GOIGX
JFCIX	John Hancock Funds Fundamental All Cap Core Fund	Large Cap Blend Equities	11	1.66%	—	Jun 2011	TAGRX vs JFCIX
BTO	John Hancock Financial Opportunities Fund	Financials Equities	8	4.49%	—	Aug 1994	TAGRX vs BTO
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	59	7.66%	—	Mar 2025	TAGRX vs FGJEX
HTD	John Hancock Tax-Advantaged Dividend Income Fund	Dividend	38	10.11%	—	Feb 2004	TAGRX vs HTD
JESTX	John Hancock Variable Insurance Trust Science & Te...	Technology Equities	92	41.17%	—	Dec 1996	TAGRX vs JESTX
JHFIX	John Hancock Income Fund	Multisector Bonds	34	0.90%	—	Aug 1986	TAGRX vs JHFIX
JETSX	John Hancock Variable Insurance Trust Total Stock ...	Large Cap Blend Equities	79	11.48%	—	May 2000	TAGRX vs JETSX
JECIX	John Hancock Variable Insurance Trust Mid Cap Inde...	Mid Cap Blend Equities	63	13.99%	—	May 2000	TAGRX vs JECIX
JHTFX	John Hancock High Yield Municipal Bond Fund	High Yield Muni	41	2.76%	—	Dec 1993	TAGRX vs JHTFX
JGEFX	John Hancock Funds Global Equity Fund	Global Equities	24	5.18%	—	May 2013	TAGRX vs JGEFX
PZFVX	John Hancock Classic Value Fund	Large Cap Value Equities	15	5.16%	—	Jun 1996	TAGRX vs PZFVX
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	17	4.49%	—	Jun 2003	TAGRX vs HPS
USGLX	John Hancock U.S. Global Leaders Growth Fund	Large Cap Growth Equities	3	-1.51%	—	Sep 1995	TAGRX vs USGLX
JAKRX	John Hancock Disciplined Value Global Long/Short F...	Long-Short	94	13.30%	—	Dec 2013	TAGRX vs JAKRX
JDIUX	John Hancock Disciplined Value International Fund	Foreign Large Cap Equities	45	12.18%	—	Dec 2011	TAGRX vs JDIUX
JILCX	John Hancock Funds II Multimanager Lifestyle Conse...	Diversified Portfolio	87	3.60%	—	Oct 2005	TAGRX vs JILCX
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	Target Retirement Date	72	12.32%	—	Nov 2013	TAGRX vs JRLVX
JFIIX	John Hancock Funds Floating Rate Income Fund	Bank Loan	50	0.76%	—	Jan 2008	TAGRX vs JFIIX

Compare TAGRX with Any Fund or Stock

Compare TAGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair TAGRX with funds that move differently

John Hancock Fundamental Large Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TAGRX.

Explore TAGRX Diversifiers

John Hancock Fundamental Large Cap Core Fund (TAGRX) Alternatives