Investment Test Drive

JULGX JHancock Lifestyle Growth R6

9 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund JULGX JHancock Lifestyle Growth R6 FFNOX Fidelity® Four-in-One Index AOA iShares Core Aggressive Allocation  
100% 90% 90%
Annual Fees
(0.95% Exp. Ratio)
(0.11% Exp. Ratio)
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.63% annual return
$29,211.76 $37,634.29 $36,630.23
Est. savings over 30 yrs +$8,422.53 +$7,418.46
As of 9/30/16
1 YR RETURN 10.18%
3 YR 5.55%
5 YR 10.92%
10 YR 5.34%
1 YR RETURN 11.35%
3 YR 6.89%
5 YR 12.06%
10 YR 5.72%
1 YR RETURN 11.30%
3 YR 6.39%
5 YR 11.78%
10 YR --
The investment seeks long-term growth of capital, with current income as a secondary consideration. The fund invests approximately 20% of its assets in underlying funds that invest primarily in fixed-income securities and approximately 80% of its assets in underlying funds that invest primarily in equity securities. It may have an equity/fixed-income underlying funds allocation ranging between 90%/10% and 70%/30%. The fund may invest in various underlying funds that, as a group, hold a wide range of equity-type securities. These include small-, mid-, and large-capitalization stocks; domestic and foreign securities; and sector holdings.
The investment seeks high total return. The fund invests in a combination of four Fidelity® stock and bond index funds (underlying Fidelity® Funds) using an asset allocation strategy designed for investors seeking a broadly diversified, index-based investment. It allocates approximately 48% of its assets in Fidelity® 500 Index Fund, 12% in Fidelity® Extended Market Index Fund, 25% in Fidelity® International Index Fund, and 15% Fidelity® U.S. Bond Index Fund.
The investment seeks to track the investment results of the S&P Target Risk Aggressive Index composed of a portfolio of underlying equity and fixed income funds intended to represent an aggressive target risk allocation strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in the securities of other iShares underlying funds that themselves seek investment results corresponding to their own underlying index. The S&P Target Risk Aggressive Index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


Your Feedback has been sent successfully!