JCLGX

Active

Multimanager Lifestyle Growth Portfolio

Category: US Equity (9,528 funds)

Expense Ratio

2.08%

Annual Cost per $10K

$208.00

30-Year Fee Drag per $10K

$33,880

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+9.20%

Asset Allocation

US Equity

98%

US Bond

Fee Comparison

JCLGX

2.08%

US Equity average

1.06%

US Equity cheapest

BKLC

0.00%

Index benchmark

0.03%

96% more expensive than category average

Historical Returns

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

+37.77%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

JCLGX at 2.08%$211,212

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$169,401

Cost vs index fund−$166,212

Similar Funds (100)

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

Ticker	Name	ER	1yr	3yr	5yr
JCLGX	Multimanager Lifestyle Growth Portfolio	2.08%	+9.20%	+11.27%	+7.47%
QCGRFX	College Retirement Equities Fund - Growth Account	—	+20.77%	+27.32%	—
QCEQFX	College Retirement Equities Fund - Equity Index Account	—	+14.87%	+19.27%	—
VMCAX	VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND	—	—	—	—
PAALX	PIMCO All Asset Fund	2.11%	+7.78%	+6.79%	+6.73%
RRBGX	T. Rowe Price Blue Chip Growth Fund, Inc.	1.21%	+21.54%	+25.36%	+10.58%
MEGBX	MFS Growth Fund	1.58%	+16.22%	+21.47%	+10.64%
RRGSX	T. Rowe Price Growth Stock Fund, Inc.	1.16%	+17.48%	+21.57%	+9.09%
ECFAX	Eaton Vance Floating-Rate Advantage Fund	2.35%	+5.49%	+7.82%	+5.88%
VVIPX	Voya VACS Index Series S Portfolio	—	+15.67%	—	—
EGFSX	Edgewood Growth Fund	1.25%	—	—	—
RRTCX	T. Rowe Price Retirement 2030 Fund	1.06%	+8.51%	+11.17%	+7.32%
RRTDX	T. Rowe Price Retirement 2040 Fund	1.10%	+10.17%	+13.76%	+9.11%
RRTPX	T. Rowe Price Retirement 2035 Fund	1.09%	+9.42%	+12.60%	+8.29%
FUNCX	Victory Pioneer Fundamental Growth Fund	1.72%	—	—	—
RRTNX	T. Rowe Price Retirement 2025 Fund	1.04%	+7.90%	+9.99%	+6.48%
ALCKX	AB LARGE CAP GROWTH FUND INC	0.92%	+0.99%	+7.75%	+16.21%
HCAIX	Harbor Capital Appreciation Fund	1.02%	+17.99%	+24.85%	+10.59%
HCMDX	HCM Tactical Plus Fund	1.98%	+19.94%	+19.15%	+11.36%
EAASX	Eaton Vance Atlanta Capital SMID-Cap Fund	1.12%	-2.43%	+9.21%	+10.24%
HCMNX	HCM Sector Plus Fund	1.97%	+14.56%	+15.52%	+13.16%
RRCOX	T. Rowe Price U.S. Equity Research Fund	1.17%	+14.12%	+19.69%	+14.48%
TWCUX	Ultra Fund	0.89%	+14.69%	+21.33%	+11.83%
FLMVX	JPMorgan Mid Cap Value Fund	1.09%	+5.29%	+10.20%	+13.06%
PLFMX	LargeCap S&P 500 Index Fund	1.29%	+15.06%	+18.67%	+13.90%
CIVVX	CAUSEWAY INTERNATIONAL VALUE FUND	1.10%	+22.71%	+28.76%	+16.75%
RRTBX	T. Rowe Price Retirement 2020 Fund	1.02%	+7.71%	+9.33%	+5.89%
FACGX	Fidelity Advisor Growth Opportunities Fund	1.49%	+19.79%	+14.50%	+0.63%
SSICX	Ocean Park Tactical Core Income Fund	2.05%	+0.73%	+2.37%	+0.62%
JGACX	JPMorgan Growth Advantage Fund	0.99%	+18.63%	+22.26%	+13.06%
HDGCX	THE HARTFORD DIVIDEND AND GROWTH FUND	1.74%	+5.81%	+11.22%	+11.98%
CAPEX	Eaton Vance Tax-Managed Growth Fund 1.0	—	+15.73%	+20.64%	+14.73%
LGRRX	Loomis Sayles Growth Fund	0.91%	+25.06%	+28.93%	+14.61%
JENIX	The Jensen Quality Growth Fund Inc	1.26%	+2.22%	+10.27%	+9.73%
PARLX	T. Rowe Price Retirement 2045 Fund	0.86%	+11.17%	+14.90%	+10.04%
PARFX	T. Rowe Price Retirement 2050 Fund	0.88%	+11.37%	+15.18%	+10.20%
HGIRX	HARTFORD CORE EQUITY FUND	1.08%	+12.87%	+16.94%	+12.31%
WHGAX	WESTWOOD QUALITY SMALLCAP FUND	1.79%	-9.80%	-19.94%	—
SIRRX	Ocean Park Tactical All Asset Fund	2.01%	+0.83%	+3.73%	+1.57%
TWCGX	Growth Fund	0.89%	+16.72%	+21.89%	+12.52%
CSEIX	Cohen & Steers Real Estate Securities Fund	1.10%	-1.08%	+4.49%	+7.35%
MLRTX	NYLI Winslow Large Cap Growth Fund	1.04%	+19.04%	+25.46%	+12.58%
CSECX	Calvert Equity Fund	1.65%	+3.60%	+10.40%	+8.47%
LMPPX	ClearBridge Appreciation Fund	1.24%	+13.31%	+17.08%	+12.94%
JHLGX	Multimanager Lifestyle Growth Portfolio	0.97%	+10.39%	+12.50%	+8.67%
CSXCX	Calvert U.S. Large Cap Core Responsible Index Fund	1.24%	+13.38%	+17.51%	+12.14%
LMPLX	ClearBridge Large Cap Growth Fund	1.33%	+11.61%	+22.11%	+10.51%
ECTGX	Eaton Vance Tax-Managed Growth Fund 1.1	1.47%	+14.55%	+19.44%	+13.57%
SCDGX	DWS Core Equity Fund	1.24%	+12.24%	+17.44%	+13.67%
PAROX	T. Rowe Price Retirement 2055 Fund	0.89%	+11.41%	+15.20%	+10.22%
DCCAX	Macquarie Small Cap Core Fund	1.06%	+3.92%	+7.97%	+10.36%
JHDCX	JPMorgan Hedged Equity 2 Fund	1.35%	+6.76%	+10.08%	—
HAGAX	Carillon Eagle Mid Cap Growth Fund	1.03%	+17.37%	+7.92%	+6.15%
EZTGX	Eaton Vance Tax-Managed Growth Fund 1.2	1.62%	+14.38%	+19.26%	+13.41%
PASTX	T. Rowe Price Science & Technology Fund, Inc.	1.06%	+24.26%	+29.34%	+13.06%
ATHAX	Heritage Fund	1.25%	+21.27%	+16.78%	+9.83%
JAJAX	Managed Volatility Growth Portfolio	1.02%	+5.29%	+9.66%	+6.39%
LGLCX	Lord Abbett Growth Leaders Fund	1.65%	+33.99%	+23.07%	+10.61%
RTLAX	Tax-Managed U.S. Large Cap Fund	1.16%	-16.96%	-33.96%	-40.20%
DEVLX	Macquarie Small Cap Value Fund	1.10%	+5.14%	+8.82%	+13.27%
EABLX	Eaton Vance Floating-Rate Fund	1.06%	+5.31%	+7.36%	+5.48%
CIPMX	Champlain MidCap Fund	1.09%	+2.75%	+13.26%	+8.34%
BPTUX	Baron Partners Fund	1.99%	+33.37%	+11.49%	+13.26%
CBBCX	AB RELATIVE VALUE FUND, INC.	1.65%	+3.07%	+11.24%	+12.50%
RRTMX	T. Rowe Price Retirement 2015 Fund	1.00%	+7.55%	+8.99%	+5.51%
FRURX	Franklin Utilities Fund	1.06%	+15.08%	+9.06%	+11.37%
JHLAX	Multimanager Lifestyle Balanced Portfolio	0.91%	+8.72%	+10.40%	+6.87%
CSMFX	Carillon Scout Mid Cap Fund	2.00%	+15.53%	+8.93%	+9.97%
LCBVX	ClearBridge Large Cap Value Fund	1.40%	+5.57%	+10.68%	+10.85%
AFDAX	Large Cap Equity Fund	1.04%	+8.75%	+15.93%	+11.59%
GATEX	Gateway Fund	0.94%	+9.33%	+11.32%	+7.34%
BDSAX	BlackRock Advantage Small Cap Core Fund	1.50%	+7.26%	+10.64%	+9.70%
HGORX	THE HARTFORD GROWTH OPPORTUNITIES FUND	1.44%	+21.20%	+26.05%	+9.85%
HCMEX	HCM Multi-Asset Plus Fund	1.64%	+15.94%	+14.60%	+7.29%
SAMVX	Virtus Ceredex Mid-Cap Value Equity Fund	1.29%	-13.40%	-34.80%	-38.32%
ITHRX	THE HARTFORD CAPITAL APPRECIATION FUND	1.42%	+9.73%	+14.62%	+9.62%
ESPAX	Allspring Special Small Cap Value Fund	1.17%	-1.31%	+12.14%	+7.19%
OSPAX	Invesco SteelPath MLP Alpha Fund	2.08%	+14.59%	+21.49%	+29.11%
CSRSX	Cohen & Steers Realty Shares	0.88%	-0.33%	+4.63%	+7.58%
CGWRX	Columbia Cornerstone Growth Fund	0.97%	+17.84%	+23.60%	+13.68%
JAJRX	Managed Volatility Balanced Portfolio	1.00%	+4.70%	+7.89%	+4.73%
RYOCX	NASDAQ-100 Fund	1.27%	+19.04%	+23.53%	+13.56%
TRRYX	T. Rowe Price Retirement 2060 Fund	0.89%	+11.43%	+15.20%	+10.22%
SMVLX	Smead Value Fund	1.22%	-1.85%	+10.42%	+14.38%
TWCIX	Select Fund	0.90%	+14.95%	+19.80%	+12.25%
JULAX	Multimanager Lifestyle Aggressive Portfolio	1.02%	+11.26%	+13.89%	+9.93%
DDVAX	Macquarie Value Fund	0.97%	+3.67%	+7.00%	+9.00%
JDPAX	Janus Henderson Mid Cap Value Fund	1.20%	+4.46%	+16.53%	+12.66%
CIPSX	Champlain Small Company Fund	1.24%	+8.41%	+14.14%	+8.85%
FKARX	Franklin Growth Opportunities Fund	1.19%	+11.48%	+18.73%	+8.26%
HLSCX	HARTFORD DISCIPLINED EQUITY HLS FUND	1.09%	+12.73%	+16.81%	+13.33%
JSECX	JPMorgan Small Cap Equity Fund	1.24%	+0.78%	+6.96%	+7.15%
HSVRX	Harbor Small Cap Value Fund	1.13%	+0.50%	+9.06%	+10.69%
GCTAX	Goldman Sachs U.S. Tax-Managed Equity Fund	1.01%	+13.18%	+17.96%	+13.04%
ASVCX	American Beacon Small Cap Value Fund	1.96%	+1.58%	+8.30%	+13.00%
OALGX	Optimum Large Cap Growth Fund	1.20%	+17.55%	+23.03%	+10.19%
BCSIX	Brown Capital Management Small Company Fund	1.31%	-0.60%	+2.51%	-3.59%
IAVGX	VOYA GROWTH AND INCOME PORTFOLIO	1.12%	+15.69%	+18.50%	+16.87%
EAGCX	Eaton Vance Atlanta Capital Focused Growth Fund	1.76%	+5.43%	+13.07%	+9.70%
FCSGX	Franklin Small Cap Growth Fund	1.83%	+4.58%	+10.96%	+3.64%
ATEAX	Anchor Risk Managed Equity Strategies Fund	2.14%	+5.54%	+4.16%	+5.00%

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