JCLMX

Active

Multimanager Lifestyle Moderate Portfolio

Category: US Equity (9,528 funds)

Expense Ratio

1.97%

Annual Cost per $10K

$197.00

30-Year Fee Drag per $10K

$32,531

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+6.21%

Asset Allocation

US Equity

94%

US Bond

Fee Comparison

JCLMX

1.97%

US Equity average

1.06%

US Equity cheapest

BKLC

0.00%

Index benchmark

0.03%

86% more expensive than category average

Historical Returns

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

+23.59%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

JCLMX at 1.97%$217,957

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$162,656

Cost vs index fund−$159,467

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
JCLMX	Multimanager Lifestyle Moderate Portfolio	1.97%	+6.21%	+7.32%	+3.99%
QCGRFX	College Retirement Equities Fund - Growth Account	—	+20.77%	+27.32%	—
QCEQFX	College Retirement Equities Fund - Equity Index Account	—	+14.87%	+19.27%	—
RRGSX	T. Rowe Price Growth Stock Fund, Inc.	1.16%	+17.48%	+21.57%	+9.09%
VMCAX	VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND	—	—	—	—
PABGX	T. Rowe Price Blue Chip Growth Fund, Inc.	0.95%	+21.84%	+25.68%	+10.86%
ABPRX	AB LARGE CAP GROWTH FUND INC	1.22%	+0.71%	+7.44%	+15.86%
MEGRX	MFS Growth Fund	1.08%	+16.81%	+22.09%	+11.21%
PAALX	PIMCO All Asset Fund	2.11%	+7.78%	+6.79%	+6.73%
LGRCX	Loomis Sayles Growth Fund	1.66%	+24.10%	+27.96%	+13.75%
EGFSX	Edgewood Growth Fund	1.25%	—	—	—
RRTCX	T. Rowe Price Retirement 2030 Fund	1.06%	+8.51%	+11.17%	+7.32%
TWUAX	Ultra Fund	1.14%	+14.41%	+21.03%	+11.55%
RRTDX	T. Rowe Price Retirement 2040 Fund	1.10%	+10.17%	+13.76%	+9.11%
FRDTX	Franklin Rising Dividends Fund	1.58%	+8.03%	+11.64%	+10.17%
HCAIX	Harbor Capital Appreciation Fund	1.02%	+17.99%	+24.85%	+10.59%
FACGX	Fidelity Advisor Growth Opportunities Fund	1.49%	+19.79%	+14.50%	+0.63%
RRTPX	T. Rowe Price Retirement 2035 Fund	1.09%	+9.42%	+12.60%	+8.29%
FUNCX	Victory Pioneer Fundamental Growth Fund	1.72%	—	—	—
HDGCX	THE HARTFORD DIVIDEND AND GROWTH FUND	1.74%	+5.81%	+11.22%	+11.98%
JGACX	JPMorgan Growth Advantage Fund	0.99%	+18.63%	+22.26%	+13.06%
TCRAX	Growth Fund	1.14%	+16.42%	+21.59%	+12.25%
RRTRX	T. Rowe Price Retirement 2045 Fund	1.11%	+10.92%	+14.61%	+9.77%
RRTFX	T. Rowe Price Retirement 2050 Fund	1.13%	+11.07%	+14.89%	+9.91%
EAASX	Eaton Vance Atlanta Capital SMID-Cap Fund	1.12%	-2.43%	+9.21%	+10.24%
RRTNX	T. Rowe Price Retirement 2025 Fund	1.04%	+7.90%	+9.99%	+6.48%
SSICX	Ocean Park Tactical Core Income Fund	2.05%	+0.73%	+2.37%	+0.62%
RRCOX	T. Rowe Price U.S. Equity Research Fund	1.17%	+14.12%	+19.69%	+14.48%
FLMVX	JPMorgan Mid Cap Value Fund	1.09%	+5.29%	+10.20%	+13.06%
CIVVX	CAUSEWAY INTERNATIONAL VALUE FUND	1.10%	+22.71%	+28.76%	+16.75%
PLFMX	LargeCap S&P 500 Index Fund	1.29%	+15.06%	+18.67%	+13.90%
VVIPX	Voya VACS Index Series S Portfolio	—	+15.67%	—	—
CSECX	Calvert Equity Fund	1.65%	+3.60%	+10.40%	+8.47%
RRTBX	T. Rowe Price Retirement 2020 Fund	1.02%	+7.71%	+9.33%	+5.89%
JENIX	The Jensen Quality Growth Fund Inc	1.26%	+2.22%	+10.27%	+9.73%
MLRTX	NYLI Winslow Large Cap Growth Fund	1.04%	+19.04%	+25.46%	+12.58%
LMPLX	ClearBridge Large Cap Growth Fund	1.33%	+11.61%	+22.11%	+10.51%
ECFAX	Eaton Vance Floating-Rate Advantage Fund	2.35%	+5.49%	+7.82%	+5.88%
RRTVX	T. Rowe Price Retirement 2055 Fund	1.14%	+11.13%	+14.92%	+9.95%
JHLAX	Multimanager Lifestyle Balanced Portfolio	0.91%	+8.72%	+10.40%	+6.87%
HGIRX	HARTFORD CORE EQUITY FUND	1.08%	+12.87%	+16.94%	+12.31%
JHLGX	Multimanager Lifestyle Growth Portfolio	0.97%	+10.39%	+12.50%	+8.67%
CSEIX	Cohen & Steers Real Estate Securities Fund	1.10%	-1.08%	+4.49%	+7.35%
JHDCX	JPMorgan Hedged Equity 2 Fund	1.35%	+6.76%	+10.08%	—
PASTX	T. Rowe Price Science & Technology Fund, Inc.	1.06%	+24.26%	+29.34%	+13.06%
CSXCX	Calvert U.S. Large Cap Core Responsible Index Fund	1.24%	+13.38%	+17.51%	+12.14%
PLCGX	LargeCap Growth Fund I	0.94%	+16.10%	+21.61%	+10.46%
RTLAX	Tax-Managed U.S. Large Cap Fund	1.16%	-16.96%	-33.96%	-40.20%
DCCAX	Macquarie Small Cap Core Fund	1.06%	+3.92%	+7.97%	+10.36%
JGAQX	JPMorgan Value Advantage Fund	0.99%	+6.81%	+11.40%	+13.88%
BPTUX	Baron Partners Fund	1.99%	+33.37%	+11.49%	+13.26%
BDSAX	BlackRock Advantage Small Cap Core Fund	1.50%	+7.26%	+10.64%	+9.70%
SCDGX	DWS Core Equity Fund	1.24%	+12.24%	+17.44%	+13.67%
CSJAX	Cohen & Steers Realty Shares	1.15%	-0.61%	+4.35%	+7.30%
RYCCX	NASDAQ-100 2x Strategy Fund	1.74%	+27.03%	+37.54%	+17.60%
LMPIX	ClearBridge Appreciation Fund	1.00%	+13.55%	+17.37%	+13.23%
DEVLX	Macquarie Small Cap Value Fund	1.10%	+5.14%	+8.82%	+13.27%
HGORX	THE HARTFORD GROWTH OPPORTUNITIES FUND	1.44%	+21.20%	+26.05%	+9.85%
TWCAX	Select Fund	1.15%	+14.64%	+19.49%	+11.95%
ITHRX	THE HARTFORD CAPITAL APPRECIATION FUND	1.42%	+9.73%	+14.62%	+9.62%
FRURX	Franklin Utilities Fund	1.06%	+15.08%	+9.06%	+11.37%
HAGAX	Carillon Eagle Mid Cap Growth Fund	1.03%	+17.37%	+7.92%	+6.15%
LCBVX	ClearBridge Large Cap Value Fund	1.40%	+5.57%	+10.68%	+10.85%
TRRZX	T. Rowe Price Retirement 2060 Fund	1.14%	+11.15%	+14.91%	+9.95%
ECTGX	Eaton Vance Tax-Managed Growth Fund 1.1	1.47%	+14.55%	+19.44%	+13.57%
SMVLX	Smead Value Fund	1.22%	-1.85%	+10.42%	+14.38%
OAKLX	Oakmark Select Fund	0.98%	+10.99%	+16.83%	+16.38%
CIPMX	Champlain MidCap Fund	1.09%	+2.75%	+13.26%	+8.34%
CBBCX	AB RELATIVE VALUE FUND, INC.	1.65%	+3.07%	+11.24%	+12.50%
ESPAX	Allspring Special Small Cap Value Fund	1.17%	-1.31%	+12.14%	+7.19%
ASVCX	American Beacon Small Cap Value Fund	1.96%	+1.58%	+8.30%	+13.00%
GATEX	Gateway Fund	0.94%	+9.33%	+11.32%	+7.34%
CAPEX	Eaton Vance Tax-Managed Growth Fund 1.0	—	+15.73%	+20.64%	+14.73%
LGLQX	Lord Abbett Growth Leaders Fund	1.25%	+34.48%	+23.56%	+11.05%
JSECX	JPMorgan Small Cap Equity Fund	1.24%	+0.78%	+6.96%	+7.15%
DDVRX	Macquarie Value Fund	1.22%	+3.45%	+6.75%	+8.74%
FKARX	Franklin Growth Opportunities Fund	1.19%	+11.48%	+18.73%	+8.26%
JAJAX	Managed Volatility Growth Portfolio	1.02%	+5.29%	+9.66%	+6.39%
CGWRX	Columbia Cornerstone Growth Fund	0.97%	+17.84%	+23.60%	+13.68%
RRTMX	T. Rowe Price Retirement 2015 Fund	1.00%	+7.55%	+8.99%	+5.51%
TWHIX	Heritage Fund	1.00%	+21.55%	+17.05%	+10.10%
HCMDX	HCM Tactical Plus Fund	1.98%	+19.94%	+19.15%	+11.36%
HCMNX	HCM Sector Plus Fund	1.97%	+14.56%	+15.52%	+13.16%
JHLVX	Fundamental Large Cap Core Fund	1.77%	+8.43%	+14.91%	+11.17%
JCMAX	JPMorgan Mid Cap Equity Fund	1.09%	+8.65%	+11.38%	+10.38%
AFDAX	Large Cap Equity Fund	1.04%	+8.75%	+15.93%	+11.59%
EZTGX	Eaton Vance Tax-Managed Growth Fund 1.2	1.62%	+14.38%	+19.26%	+13.41%
EABLX	Eaton Vance Floating-Rate Fund	1.06%	+5.31%	+7.36%	+5.48%
THGCX	Thornburg International Equity Fund	2.17%	+16.96%	+18.85%	+9.08%
OSPAX	Invesco SteelPath MLP Alpha Fund	2.08%	+14.59%	+21.49%	+29.11%
BSCFX	BARON SMALL CAP FUND	1.30%	+4.33%	+11.46%	+6.68%
BARAX	BARON ASSET FUND	1.29%	+5.27%	+10.88%	+4.80%
WHGAX	WESTWOOD QUALITY SMALLCAP FUND	1.79%	-9.80%	-19.94%	—
PABVX	MidCap Value Fund I	1.19%	+3.63%	+10.16%	+13.33%
USLCX	U.S. Global Leaders Growth Fund	1.88%	+4.42%	+14.25%	+6.18%
SDGAX	DWS Capital Growth Fund	1.30%	+17.07%	+21.16%	+11.52%
JAJRX	Managed Volatility Balanced Portfolio	1.00%	+4.70%	+7.89%	+4.73%
JDURX	PGIM Jennison Utility Fund	1.11%	+14.60%	+8.85%	+9.84%
AFYCX	Bahl and Gaynor Income Growth Fund	1.83%	+6.45%	+10.55%	+9.74%
CIPSX	Champlain Small Company Fund	1.24%	+8.41%	+14.14%	+8.85%
SASMX	ClearBridge Small Cap Growth Fund	1.19%	+13.57%	+6.91%	+3.37%

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