JCLCX

Active

Multimanager Lifestyle Conservative Portfolio

Category: US Equity (9,528 funds)

Expense Ratio
1.93%
Annual Cost per $10K
$193.00
30-Year Fee Drag per $10K
$32,030
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+5.31%

Asset Allocation

US Equity
90%
US Bond
10%

Fee Comparison

JCLCX
1.93%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

82% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+18.43%3Y
Compare to

Fee Impact Calculator

$
%
JCLCX at 1.93%$220,461
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$160,152
Cost vs index fund−$156,963

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
JCLCXMultimanager Lifestyle Conservative Portfolio1.93%
RRBGXT. Rowe Price Blue Chip Growth Fund, Inc.1.21%
QCGRFXCollege Retirement Equities Fund - Growth Account
RRGSXT. Rowe Price Growth Stock Fund, Inc.1.16%
MEGRXMFS Growth Fund1.08%
RYCCXNASDAQ-100 2x Strategy Fund1.74%
FRDTXFranklin Rising Dividends Fund1.58%
RRMGXT. Rowe Price Mid-Cap Growth Fund, Inc.1.29%
FACGXFidelity Advisor Growth Opportunities Fund1.49%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
AULRXUltra Fund1.39%
FDYNXFranklin Dynatech Fund1.57%
ABPRXAB LARGE CAP GROWTH FUND INC1.22%
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
JGACXJPMorgan Growth Advantage Fund0.99%
EGFSXEdgewood Growth Fund1.25%
LGRCXLoomis Sayles Growth Fund1.66%
HDGRXTHE HARTFORD DIVIDEND AND GROWTH FUND1.34%
PAALXPIMCO All Asset Fund2.11%
JHLAXMultimanager Lifestyle Balanced Portfolio0.91%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
LMPLXClearBridge Large Cap Growth Fund1.33%
HGICXHARTFORD CORE EQUITY FUND1.45%
CPATXCounterpoint Tactical Income Fund2.25%
TCRAXGrowth Fund1.14%
GTECXGateway Fund1.70%
FLMVXJPMorgan Mid Cap Value Fund1.09%
MLRTXNYLI Winslow Large Cap Growth Fund1.04%
RRCOXT. Rowe Price U.S. Equity Research Fund1.17%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
EAASXEaton Vance Atlanta Capital SMID-Cap Fund1.12%
CSECXCalvert Equity Fund1.65%
JENIXThe Jensen Quality Growth Fund Inc1.26%
PLFMXLargeCap S&P 500 Index Fund1.29%
HAGCXCarillon Eagle Mid Cap Growth Fund1.71%
RMQAXMonthly Rebalance NASDAQ-100 2x Strategy Fund1.42%
NLSAXNeuberger Berman Long Short Fund1.68%
RTLAXTax-Managed U.S. Large Cap Fund1.16%
BPTUXBaron Partners Fund1.99%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
JGAQXJPMorgan Value Advantage Fund0.99%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
SSICXOcean Park Tactical Core Income Fund2.05%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
ITHRXTHE HARTFORD CAPITAL APPRECIATION FUND1.42%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
LMPIXClearBridge Appreciation Fund1.00%
CSEIXCohen & Steers Real Estate Securities Fund1.10%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
OAKLXOakmark Select Fund0.98%
RPSIXT. Rowe Price Spectrum Income Fund0.61%
DCCAXMacquarie Small Cap Core Fund1.06%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
GSPQXGoldman Sachs U.S. Equity Dividend and Premium Fund1.76%
VVIPXVoya VACS Index Series S Portfolio
JSECXJPMorgan Small Cap Equity Fund1.24%
JHLVXFundamental Large Cap Core Fund1.77%
DEVLXMacquarie Small Cap Value Fund1.10%
FRURXFranklin Utilities Fund1.06%
LGLRXLord Abbett Growth Leaders Fund1.15%
CSJRXCohen & Steers Realty Shares1.30%
ESPAXAllspring Special Small Cap Value Fund1.17%
FFECXNuveen Dividend Value Fund1.70%
ECFAXEaton Vance Floating-Rate Advantage Fund2.35%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
ECBLXEaton Vance Floating-Rate Fund1.81%
HFMRXTHE HARTFORD MIDCAP FUND1.45%
SVFLXSmead Value Fund1.05%
FKARXFranklin Growth Opportunities Fund1.19%
LCBVXClearBridge Large Cap Value Fund1.40%
DDVCXMacquarie Value Fund1.72%
CIPMXChamplain MidCap Fund1.09%
SCDGXDWS Core Equity Fund1.24%
TWHIXHeritage Fund1.00%
JULCXMultimanager Lifestyle Conservative Portfolio0.82%
JHLMXMultimanager Lifestyle Moderate Portfolio0.86%
AFDRXLarge Cap Equity Fund1.29%
FAIRXThe Fairholme Fund1.00%
PABVXMidCap Value Fund I1.19%
TWCAXSelect Fund1.15%
MXBPXEmpower Moderately Aggressive Profile Fund0.99%
HGOAXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.08%
BSCFXBARON SMALL CAP FUND1.30%
BARAXBARON ASSET FUND1.29%
CBBCXAB RELATIVE VALUE FUND, INC.1.65%
TADCXTransamerica US Growth1.81%
FSLTXStrategic Advisers Alternatives Fund1.56%
AVPAXAmerican Beacon Small Cap Value Fund1.15%
GABSXThe Gabelli Small Cap Growth Fund1.37%
SASMXClearBridge Small Cap Growth Fund1.19%
CSMEXCarillon Scout Mid Cap Fund1.25%
ECTGXEaton Vance Tax-Managed Growth Fund 1.11.47%
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
ANOAXSmall Cap Growth Fund1.39%
JSLAXMultimanager Lifestyle Aggressive Portfolio1.27%
MXELXEmpower Lifetime 2025 Fund0.81%
RSEAXU.S. Strategic Equity Fund1.10%
JDURXPGIM Jennison Utility Fund1.11%
FSSRXFranklin Small Cap Growth Fund1.33%
GABGXThe Gabelli Growth Fund1.35%

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