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 321 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
WBREOX	CIT: BlackRock Equity Index Fund Class 1	0.02%	—	Jul 2017	TAGRX vs WBREOX

Best Risk-Adjusted Alternatives to TAGRX

TAGRX has a PortfoliosLab risk / return rank of 14. There are 365 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	94	—	Mar 2021	TAGRX vs SVPFX
POGSX	Pin Oak Equity	92	—	Aug 1992	TAGRX vs POGSX
VPCCX	Vanguard PRIMECAP Core Fund	92	17.20B	Dec 2004	TAGRX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	91	—	Feb 2004	TAGRX vs GTLOX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	90	92.00B	Nov 2001	TAGRX vs VPMAX

Top Performing TAGRX Alternatives (YTD)

TAGRX is at 2.85% YTD. There are 372 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.63%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	26.63%	17.20B	Dec 2004	TAGRX vs VPCCX
POGRX	PRIMECAP Odyssey Growth Fund	25.33%	—	Nov 2004	TAGRX vs POGRX
IGIAX	Integrity ESG Growth & Income Fund	24.87%	—	Jan 1995	TAGRX vs IGIAX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	23.98%	—	Dec 2015	TAGRX vs RESGX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	23.20%	92.00B	Nov 2001	TAGRX vs VPMAX

Lowest Volatility Alternatives to TAGRX

TAGRX has 13.23% 1-year volatility. There are 283 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.23%	—	Mar 2021	TAGRX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.28%	—	Jun 2013	TAGRX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.26%	—	Jul 2012	TAGRX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.28%	—	Jul 2012	TAGRX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.71%	—	Aug 2018	TAGRX vs JEPIX

Lowest Drawdown Alternatives to TAGRX

TAGRX has a 1-year max drawdown of -14.04%. There are 380 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
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	86	9.62%	—	Oct 1992	TAGRX vs SVBAX
JAAAX	John Hancock Funds Alternative Asset Allocation Fu...	Multistrategy	94	5.95%	—	Jan 2009	TAGRX vs JAAAX
JVMIX	John Hancock Funds Disciplined Value Mid Cap Fund ...	Mid Cap Value Equities	32	11.90%	—	Jun 1997	TAGRX vs JVMIX
JFIVX	John Hancock Variable Insurance Trust 500 Index Tr...	Large Cap Blend Equities	62	10.28%	—	Nov 2012	TAGRX vs JFIVX
PDT	John Hancock Premium Dividend Fund	Dividend	15	6.96%	—	Dec 1989	TAGRX vs PDT
JVLIX	John Hancock Funds Disciplined Value Fund	Large Cap Value Equities	85	18.12%	—	Jan 1997	TAGRX vs JVLIX
JHNBX	John Hancock Bond Fund	Intermediate Core-Plus Bond	22	-0.30%	—	Nov 1973	TAGRX vs JHNBX
JIJIX	John Hancock International Dynamic Growth Fund	Foreign Large Cap Equities	27	16.26%	—	May 2019	TAGRX vs JIJIX
JAKVX	John Hancock Disciplined Value Global Long/Short F...	Long-Short	90	11.50%	—	Apr 2014	TAGRX vs JAKVX
JEEIX	JHancock Infrastructure Fund	Energy Equities	77	12.71%	—	Dec 2013	TAGRX vs JEEIX

Often Compared With TAGRX

Investors most often compare TAGRX with QQQ, GOIGX, BTO. 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	61	17.43%	481.14B	Mar 1999	TAGRX vs QQQ
GOIGX	John Hancock International Growth Fund Class A	International Equity	25	10.14%	—	Jun 2006	TAGRX vs GOIGX
BTO	John Hancock Financial Opportunities Fund	Financials Equities	17	16.45%	—	Aug 1994	TAGRX vs BTO
JFCIX	John Hancock Funds Fundamental All Cap Core Fund	Large Cap Blend Equities	7	1.66%	—	Jun 2011	TAGRX vs JFCIX
JCCIX	John Hancock Small Cap Core Fund	Small Cap Blend Equities	53	24.61%	—	Dec 2013	TAGRX vs JCCIX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	57	9.38%	—	Mar 2025	TAGRX vs FGJEX
HTD	John Hancock Tax-Advantaged Dividend Income Fund	Dividend	44	14.12%	—	Feb 2004	TAGRX vs HTD
JESTX	John Hancock Variable Insurance Trust Science & Te...	Technology Equities	49	22.31%	—	Dec 1996	TAGRX vs JESTX
JHFIX	John Hancock Income Fund	Multisector Bonds	28	0.39%	—	Aug 1986	TAGRX vs JHFIX
PZFVX	John Hancock Classic Value Fund	Large Cap Value Equities	23	10.42%	—	Jun 1996	TAGRX vs PZFVX
JECIX	John Hancock Variable Insurance Trust Mid Cap Inde...	Mid Cap Blend Equities	53	14.23%	—	May 2000	TAGRX vs JECIX
JETSX	John Hancock Variable Insurance Trust Total Stock ...	Large Cap Blend Equities	64	10.22%	—	May 2000	TAGRX vs JETSX
JGEFX	John Hancock Funds Global Equity Fund	Global Equities	27	5.89%	—	May 2013	TAGRX vs JGEFX
JHTFX	John Hancock High Yield Municipal Bond Fund	High Yield Muni	78	3.49%	—	Dec 1993	TAGRX vs JHTFX
JILCX	John Hancock Funds II Multimanager Lifestyle Conse...	Diversified Portfolio	76	3.03%	—	Oct 2005	TAGRX vs JILCX
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	23	5.22%	—	Jun 2003	TAGRX vs HPS
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	Target Retirement Date	65	10.68%	—	Nov 2013	TAGRX vs JRLVX
USGLX	John Hancock U.S. Global Leaders Growth Fund	Large Cap Growth Equities	2	-2.24%	—	Sep 1995	TAGRX vs USGLX
JAKRX	John Hancock Disciplined Value Global Long/Short F...	Long-Short	90	11.31%	—	Dec 2013	TAGRX vs JAKRX
JDIUX	John Hancock Disciplined Value International Fund	Foreign Large Cap Equities	53	11.16%	—	Dec 2011	TAGRX vs JDIUX

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