John Hancock Fundamental Large Cap Core Fund (TAGRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TAGRX
TAGRX charges 1.01% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among TAGRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | TAGRX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | TAGRX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | TAGRX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | TAGRX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | Aug 11, 2014 | TAGRX vs SSEYX |
Best Risk-Adjusted Alternatives to TAGRX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | TAGRX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | TAGRX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | TAGRX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | TAGRX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | TAGRX vs DHAMX |
Top Performing TAGRX Alternatives (YTD)
TAGRX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | TAGRX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | TAGRX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | TAGRX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | TAGRX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | TAGRX vs RCKSX |
Lowest Volatility Alternatives to TAGRX
TAGRX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | TAGRX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | TAGRX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | TAGRX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | TAGRX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | TAGRX vs QUERX |
Lowest Drawdown Alternatives to TAGRX
TAGRX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | TAGRX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | TAGRX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | TAGRX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | TAGRX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | TAGRX vs GQEIX |
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Often Compared With TAGRX
What investors most often compare with TAGRX, based on PortfoliosLab usage data.
Compare TAGRX with Any Fund or Stock
Compare TAGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.