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 311 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
SSEYX	State Street Equity 500 Index II Portfolio	0.02%	—	Aug 2014	TAGRX vs SSEYX

Best Risk-Adjusted Alternatives to TAGRX

TAGRX has a PortfoliosLab risk / return rank of 19. There are 358 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	96	—	Mar 2021	TAGRX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	18.10B	Dec 2004	TAGRX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	93	—	Feb 2004	TAGRX vs GTLOX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	TAGRX vs FTZIX
RCKSX	Rock Oak Core Growth Fund	91	—	Dec 2004	TAGRX vs RCKSX

Top Performing TAGRX Alternatives (YTD)

TAGRX is at 3.69% YTD. There are 372 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.41%	18.10B	Dec 2004	TAGRX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	23.90%	—	Dec 2018	TAGRX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.34%	—	Nov 2004	TAGRX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.17%	—	Dec 2015	TAGRX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.69%	—	Jan 1995	TAGRX vs IGIAX

Lowest Volatility Alternatives to TAGRX

TAGRX has 13.58% 1-year volatility. There are 282 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.21%	—	Mar 2021	TAGRX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	TAGRX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.22%	—	Jul 2012	TAGRX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.83%	—	Aug 2018	TAGRX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.32%	—	Feb 2012	TAGRX vs SILVX

Lowest Drawdown Alternatives to TAGRX

TAGRX has a 1-year max drawdown of -14.04%. There are 371 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	TAGRX vs SVPFX
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
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	TAGRX vs AMFEX

Other Mutual Funds from John Hancock

The 10 most viewed John Hancock mutual funds shown here include SVBAX, JAAAX, JVMIX and span 11 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SVBAX	John Hancock Balanced Fund	Diversified Portfolio	87	10.52%	—	Oct 1992	TAGRX vs SVBAX
JAAAX	John Hancock Funds Alternative Asset Allocation Fu...	Multistrategy	96	6.61%	—	Jan 2009	TAGRX vs JAAAX
JVMIX	John Hancock Funds Disciplined Value Mid Cap Fund ...	Mid Cap Value Equities	47	14.27%	—	Jun 1997	TAGRX vs JVMIX
JFIVX	John Hancock Variable Insurance Trust 500 Index Tr...	Large Cap Blend Equities	57	9.92%	—	Nov 2012	TAGRX vs JFIVX
PDT	John Hancock Premium Dividend Fund	Dividend	12	6.22%	—	Dec 1989	TAGRX vs PDT
JVLIX	John Hancock Funds Disciplined Value Fund	Large Cap Value Equities	88	18.28%	—	Jan 1997	TAGRX vs JVLIX
JIJIX	John Hancock International Dynamic Growth Fund	Foreign Large Cap Equities	23	12.83%	—	May 2019	TAGRX vs JIJIX
JHNBX	John Hancock Bond Fund	Intermediate Core-Plus Bond	15	-0.97%	—	Nov 1973	TAGRX vs JHNBX
JAKVX	John Hancock Disciplined Value Global Long/Short F...	Long-Short	94	12.87%	—	Apr 2014	TAGRX vs JAKVX
JEEIX	JHancock Infrastructure Fund	Infrastructure Equities, Energy Equities	80	12.37%	—	Dec 2013	TAGRX vs JEEIX

Often Compared With TAGRX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BTO	John Hancock Financial Opportunities Fund	Financials Equities	38	20.53%	—	Aug 1994	TAGRX vs BTO
GOIGX	John Hancock International Growth Fund Class A	Foreign Large Cap Equities, Emerging Markets Equities	28	9.36%	—	Jun 2006	TAGRX vs GOIGX
QQQ	Invesco QQQ ETF	Nasdaq-100	58	14.23%	452.80B	Mar 1999	TAGRX vs QQQ
JCCIX	John Hancock Small Cap Core Fund	Small Cap Blend Equities	67	23.99%	—	Dec 2013	TAGRX vs JCCIX
JFCIX	John Hancock Funds Fundamental All Cap Core Fund	Large Cap Blend Equities	12	3.37%	—	Jun 2011	TAGRX vs JFCIX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	71	11.03%	—	Mar 2025	TAGRX vs FGJEX
HTD	John Hancock Tax-Advantaged Dividend Income Fund	Dividend	43	13.64%	—	Feb 2004	TAGRX vs HTD
JESTX	John Hancock Variable Insurance Trust Science & Te...	Technology Equities	32	18.26%	—	Dec 1996	TAGRX vs JESTX
JHFIX	John Hancock Income Fund	Multisector Bonds	23	0.05%	—	Aug 1986	TAGRX vs JHFIX
JETSX	John Hancock Variable Insurance Trust Total Stock ...	Large Cap Blend Equities	58	9.70%	—	May 2000	TAGRX vs JETSX
JECIX	John Hancock Variable Insurance Trust Mid Cap Inde...	Mid Cap Blend Equities	68	14.23%	—	May 2000	TAGRX vs JECIX
PZFVX	John Hancock Classic Value Fund	Large Cap Value Equities	56	14.76%	—	Jun 1996	TAGRX vs PZFVX
JGEFX	John Hancock Funds Global Equity Fund	Global Equities	40	7.78%	—	May 2013	TAGRX vs JGEFX
JHTFX	John Hancock High Yield Municipal Bond Fund	High Yield Muni	68	1.68%	—	Dec 1993	TAGRX vs JHTFX
USGLX	John Hancock U.S. Global Leaders Growth Fund	Large Cap Growth Equities	2	-2.83%	—	Sep 1995	TAGRX vs USGLX
JILCX	John Hancock Funds II Multimanager Lifestyle Conse...	Diversified Portfolio	76	2.86%	—	Oct 2005	TAGRX vs JILCX
HPS	John Hancock Preferred Income Fund III	Preferred Stock	21	4.27%	—	Jun 2003	TAGRX vs HPS
JAKRX	John Hancock Disciplined Value Global Long/Short F...	Long-Short	94	12.62%	—	Dec 2013	TAGRX vs JAKRX
JABVX	John Hancock Global Environmental Opportunities Fu...	Global Equities	15	12.26%	—	Jul 2021	TAGRX vs JABVX
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	Target Retirement Date	71	10.92%	—	Nov 2013	TAGRX vs JRLVX

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