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 a closer substitute for your current allocation.
Cheapest Alternatives to TAUSX
TAUSX charges 0.74% annually. There are 92 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | TAUSX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | TAUSX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | TAUSX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | TAUSX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | TAUSX vs WFBIX |
Best Risk-Adjusted Alternatives to TAUSX
TAUSX has a PortfoliosLab risk / return rank of 23. There are 62 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 76.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 76 | — | Mar 2006 | TAUSX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 68 | — | Aug 1995 | TAUSX vs PCGTX | |
| Hartford Schroders Tax-Aware Bond Fund | 65 | — | Oct 2011 | TAUSX vs STWTX | |
| Manning & Napier Credit Series | 56 | — | Apr 2020 | TAUSX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 48 | — | May 2023 | TAUSX vs FSMOX |
Top Performing TAUSX Alternatives (YTD)
TAUSX is at -0.13% YTD. There are 78 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 3.01%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 3.01% | — | Aug 1995 | TAUSX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.46% | — | Mar 2006 | TAUSX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.08% | — | Oct 2011 | TAUSX vs STWTX | |
| DFA Diversified Fixed Income Portfolio | 0.88% | — | Aug 2016 | TAUSX vs DFXIX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.86% | — | May 2023 | TAUSX vs FSMOX |
Lowest Volatility Alternatives to TAUSX
TAUSX has 4.02% 1-year volatility. There are 82 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.48% | — | Mar 2021 | TAUSX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.50% | — | Sep 2000 | TAUSX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.52% | — | Sep 2000 | TAUSX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.63% | — | Aug 2016 | TAUSX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.74% | — | Aug 2000 | TAUSX vs JIBEX |
Lowest Drawdown Alternatives to TAUSX
TAUSX has a 1-year max drawdown of -3.23%. There are 88 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | TAUSX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | TAUSX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | TAUSX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | TAUSX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | TAUSX vs FTHRX |
Other Mutual Funds from John Hancock
The 10 most viewed John Hancock mutual funds shown here include SVBAX, JAAAX, JVMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| John Hancock Balanced Fund | Diversified Portfolio | 88 | 10.35% | — | Oct 1992 | TAUSX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 95 | 6.01% | — | Jan 2009 | TAUSX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 36 | 11.43% | — | Jun 1997 | TAUSX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 67 | 11.13% | — | Nov 2012 | TAUSX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 14 | 6.96% | — | Dec 1989 | TAUSX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 88 | 18.41% | — | Jan 1997 | TAUSX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 28 | 0.15% | — | Nov 1973 | TAUSX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 30 | 19.12% | — | May 2019 | TAUSX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 16 | 3.45% | — | Oct 1984 | TAUSX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 89 | 11.37% | — | Apr 2014 | TAUSX vs JAKVX |
Often Compared With TAUSX
Investors most often compare TAUSX with BFFAX, BFMCX, FFIZX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare TAUSX with Any Fund or Stock
Compare TAUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TAUSX with funds that move differently
John Hancock Investment Grade Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TAUSX.
Explore TAUSX Diversifiers