John Hancock Investment Grade Bond Fund (TAUSX) Alternatives
John Hancock Investment Grade Bond Fund (TAUSX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TAUSX. 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 TAUSX
TAUSX charges 0.74% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among TAUSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | TAUSX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | TAUSX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | TAUSX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | TAUSX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | TAUSX vs WFBIX |
Best Risk-Adjusted Alternatives to TAUSX
Among mutual funds in the Intermediate Core Bond 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 | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 89 | Aug 31, 1973 | TAUSX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | TAUSX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | TAUSX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | TAUSX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | TAUSX vs DFXIX |
Top Performing TAUSX Alternatives (YTD)
TAUSX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.45% | Aug 24, 1995 | TAUSX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | TAUSX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | TAUSX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | TAUSX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | TAUSX vs TCPYX |
Lowest Volatility Alternatives to TAUSX
TAUSX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.69% | Mar 16, 2021 | TAUSX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | TAUSX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | TAUSX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | TAUSX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | TAUSX vs JIBEX |
Lowest Drawdown Alternatives to TAUSX
TAUSX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | TAUSX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | TAUSX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | TAUSX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | TAUSX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | TAUSX vs JIBEX |
Other Mutual Funds from John Hancock
Most popular John Hancock mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| John Hancock Balanced Fund | Diversified Portfolio | 79 | -2.58% | Oct 4, 1992 | TAUSX vs SVBAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 34 | -0.62% | Jun 2, 1997 | TAUSX vs JVMIX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 83 | 2.10% | Jan 1, 2009 | TAUSX vs JAAAX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 42 | -7.14% | Nov 4, 2012 | TAUSX vs JFIVX | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 61 | -0.65% | Jan 2, 1997 | TAUSX vs JVLIX | |
| John Hancock Premium Dividend Fund | Dividend | 27 | 5.12% | Dec 14, 1989 | TAUSX vs PDT | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 49 | -0.87% | Nov 9, 1973 | TAUSX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 11 | -10.79% | Oct 1, 1984 | TAUSX vs TAGRX | |
| John Hancock Small Cap Core Fund | Small Cap Blend Equities | 11 | -2.42% | Dec 20, 2013 | TAUSX vs JCCIX | |
| John Hancock Funds II Blue Chip Growth Fund | Large Cap Growth Equities | 4 | -14.89% | Oct 14, 2005 | TAUSX vs JIBCX |
Often Compared With TAUSX
What investors most often compare with TAUSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| American Funds The Bond Fund of America Class F-3 | Intermediate Core Bond | 53 | -0.80% | May 28, 1974 | TAUSX vs BFFAX | |
| BlackRock Core Bond Portfolio | Intermediate Core Bond | 48 | -0.83% | Dec 9, 1992 | TAUSX vs BFMCX | |
| Fidelity Freedom Index 2040 Fund Institutional Pre... | Target Retirement Date | 66 | -3.61% | Oct 2, 2009 | TAUSX vs FFIZX |
Compare TAUSX with Any Fund or Stock
Compare TAUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.