JHRVX

Active

Multimanager 2020 Lifetime Portfolio

Category: US Equity (9,528 funds)

Expense Ratio

0.66%

Annual Cost per $10K

$66.00

30-Year Fee Drag per $10K

$12,896

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+7.76%

Asset Allocation

US Equity

94%

US Bond

Fee Comparison

JHRVX

0.66%

US Equity average

1.06%

US Equity cheapest

BKLC

0.00%

Index benchmark

0.03%

38% cheaper than category average

Historical Returns

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

+28.35%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

JHRVX at 0.66%$316,133

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$64,480

Cost vs index fund−$61,291

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
JHRVX	Multimanager 2020 Lifetime Portfolio	0.66%	+7.76%	+8.67%	+5.46%
FSAKX	Strategic Advisers U.S. Total Stock Fund	0.21%	+14.73%	—	—
TRZBX	T. Rowe Price Blue Chip Growth Fund, Inc.	0.55%	+23.04%	+26.88%	—
VPMAX	VANGUARD PRIMECAP FUND	0.31%	+9.16%	+18.06%	+13.53%
FGCKX	Fidelity Growth Company Fund	0.45%	+21.45%	+27.19%	+15.11%
TRJZX	T. Rowe Price Growth Stock Fund, Inc.	0.51%	+18.89%	+23.02%	+10.37%
VEIPX	VANGUARD EQUITY INCOME FUND	0.27%	+12.61%	+13.44%	+14.04%
QCGRFX	College Retirement Equities Fund - Growth Account	—	+20.77%	+27.32%	—
VDIGX	VANGUARD DIVIDEND GROWTH FUND	0.22%	+1.89%	+9.13%	+9.85%
VWUAX	VANGUARD U.S. GROWTH FUND	0.35%	+23.09%	+24.77%	+9.93%
TIQRX	Nuveen Equity Index Fund	0.30%	+14.90%	+18.24%	+13.67%
WFSPX	iShares S&P 500 Index Fund	0.22%	+15.84%	+19.50%	+14.70%
JHLAX	Multimanager Lifestyle Balanced Portfolio	0.91%	+8.72%	+10.40%	+6.87%
PRBLX	Parnassus Core Equity Fund	0.82%	+11.78%	+5.72%	+3.42%
APGZX	AB LARGE CAP GROWTH FUND INC	0.51%	+16.20%	+21.12%	+12.91%
HNACX	Harbor Capital Appreciation Fund	0.59%	+18.51%	+25.40%	+11.07%
TRFHX	T. Rowe Price Retirement 2030 Fund	0.40%	+9.24%	—	—
TRLGX	T. Rowe Price Large-Cap Growth Fund	0.55%	+19.59%	+24.85%	+13.00%
COWZ	Pacer US Cash Cows 100 ETF	0.49%	+2.14%	+10.90%	+17.18%
AULDX	Ultra Fund	0.54%	+15.13%	+21.78%	+12.24%
TRHDX	T. Rowe Price Retirement 2040 Fund	0.43%	+10.93%	—	—
VHCAX	VANGUARD CAPITAL OPPORTUNITY FUND	0.36%	+11.48%	+16.86%	+12.81%
TRFJX	T. Rowe Price Retirement 2035 Fund	0.42%	+10.11%	—	—
DVY	iShares Select Dividend ETF	0.38%	+9.98%	+9.84%	+14.98%
JGACX	JPMorgan Growth Advantage Fund	0.99%	+18.63%	+22.26%	+13.06%
VEXRX	VANGUARD EXPLORER FUND	0.33%	+4.31%	+10.09%	+8.63%
FGKFX	Fidelity Growth Company K6 Fund	0.45%	+22.97%	+28.46%	+15.73%
EGFIX	Edgewood Growth Fund$1M min	1.00%	+4.97%	+28.63%	+7.96%
TREHX	T. Rowe Price Retirement 2025 Fund	0.38%	+8.63%	—	—
AGRDX	Growth Fund	0.54%	+17.09%	+22.30%	+12.91%
ERASX	Eaton Vance Atlanta Capital SMID-Cap Fund	0.81%	-2.10%	+9.56%	+10.60%
IYW	iShares U.S. Technology ETF	0.38%	+23.19%	+29.92%	+18.31%
TRIKX	T. Rowe Price Retirement 2045 Fund	0.44%	+11.63%	—	—
VQNPX	VANGUARD GROWTH AND INCOME FUND	0.36%	+17.09%	+19.54%	+15.07%
TSPNX	T. Rowe Price Spectrum Income Fund	0.46%	+5.15%	+5.69%	—
PFF	iShares Preferred and Income Securities ETF	0.45%	+3.71%	+4.79%	+2.72%
TRJLX	T. Rowe Price Retirement 2050 Fund	0.45%	+11.81%	—	—
QVI2Q	VIP Index 500 Portfolio	0.34%	+15.50%	+19.15%	+14.35%
MOAT	VanEck Morningstar Wide Moat ETF	0.47%	+4.64%	+15.21%	+12.97%
MLRSX	NYLI Winslow Large Cap Growth Fund	0.62%	+19.60%	+26.04%	+13.07%
TRDBX	T. Rowe Price Retirement 2020 Fund	0.37%	+8.41%	—	—
JHLGX	Multimanager Lifestyle Growth Portfolio	0.97%	+10.39%	+12.50%	+8.67%
JHLMX	Multimanager Lifestyle Moderate Portfolio	0.86%	+7.52%	+8.56%	+5.16%
IWV	iShares Russell 3000 ETF	0.20%	+15.61%	+18.61%	+13.92%
VPCCX	VANGUARD PRIMECAP CORE FUND	0.45%	+11.43%	+17.67%	+14.43%
FLMVX	JPMorgan Mid Cap Value Fund	1.09%	+5.29%	+10.20%	+13.06%
OEICX	JPMorgan Equity Index Fund	0.45%	+14.66%	+18.27%	+13.54%
PCUZX	T. Rowe Price U.S. Equity Research Fund	0.33%	+15.45%	+21.04%	—
CIVVX	CAUSEWAY INTERNATIONAL VALUE FUND	1.10%	+22.71%	+28.76%	+16.75%
PLCGX	LargeCap Growth Fund I	0.94%	+16.10%	+21.61%	+10.46%
FSCSX	Select Software and IT Services Portfolio	0.62%	+16.56%	+18.00%	+9.43%
PGORX	Putnam Large Cap Growth Fund	0.93%	+22.90%	+19.91%	+15.78%
JDEAX	JPMorgan U.S. Research Enhanced Equity Fund	0.60%	+13.74%	+19.32%	+14.84%
TRJMX	T. Rowe Price Retirement 2055 Fund	0.46%	+11.91%	—	—
HAITX	HARTFORD CORE EQUITY FUND	0.36%	+13.68%	+17.77%	+13.11%
CREFX	Cohen & Steers Real Estate Securities Fund	0.75%	-0.67%	+4.85%	+7.73%
JAGMX	500 Index Trust	0.25%	+15.57%	+19.22%	+14.44%
TSNIX	T. Rowe Price Science & Technology Fund, Inc.	0.67%	+24.77%	+29.86%	+13.51%
DCZRX	Macquarie Small Cap Core Fund	0.68%	+4.31%	+8.36%	+10.77%
PLSAX	LargeCap S&P 500 Index Fund	0.39%	+15.49%	+19.06%	+14.28%
GTENX	Gateway Fund	0.65%	+9.63%	+11.64%	+7.66%
MXVIX	Empower S&P 500 Index Fund	0.49%	+15.28%	+17.70%	+13.46%
LMESX	ClearBridge Appreciation Fund	0.56%	+14.07%	+17.89%	+13.72%
JGAQX	JPMorgan Value Advantage Fund	0.99%	+6.81%	+11.40%	+13.88%
OAZLX	Oakmark Select Fund	0.73%	+11.31%	+17.16%	—
UANQX	Victory Nasdaq-100 Index Fund	0.43%	+19.75%	+24.20%	+14.21%
VASVX	VANGUARD SELECTED VALUE FUND	0.42%	+6.99%	+15.76%	+16.67%
DVZRX	Macquarie Small Cap Value Fund	0.70%	+5.56%	+9.27%	+13.73%
ILGRX	Macquarie Large Cap Growth Fund	0.89%	+11.46%	+20.09%	+6.13%
IGRFX	Macquarie Mid Cap Growth Fund	0.68%	+6.61%	+8.44%	-1.60%
PRF	Invesco RAFI US 1000 ETF	0.34%	+12.05%	+15.11%	+15.43%
CSRIX	Cohen & Steers Institutional Realty Shares$1M min	0.75%	-0.57%	+4.64%	+7.63%
FSMEX	Select Medical Technology and Devices Portfolio	0.63%	-0.80%	+4.55%	+2.70%
FUFRX	Franklin Utilities Fund	0.50%	+15.71%	+9.67%	+12.02%
ITA	iShares U.S. Aerospace & Defense ETF	0.38%	+35.37%	+26.13%	+19.96%
STBIX	State Street Equity 500 Index Fund	0.27%	+15.50%	+19.17%	+14.37%
CSXAX	Calvert U.S. Large Cap Core Responsible Index Fund	0.49%	+14.19%	+18.37%	+12.97%
CSJFX	Cohen & Steers Realty Shares	0.80%	—	—	—
HAGAX	Carillon Eagle Mid Cap Growth Fund	1.03%	+17.37%	+7.92%	+6.15%
FDN	First Trust Dow Jones Internet Index Fund	0.49%	+36.18%	+25.76%	+6.85%
ASDEX	Select Fund	0.55%	+15.37%	+20.22%	+12.64%
CIPIX	Champlain MidCap Fund$1M min	0.84%	+3.01%	+13.54%	+8.62%
ACILX	Heritage Fund	0.65%	+22.76%	+18.24%	—
TRSCX	Nuveen Large Cap Responsible Equity Fund	0.42%	+12.68%	+16.88%	+12.81%
RWL	Invesco S&P 500 Revenue ETF	0.39%	+12.58%	+15.34%	+15.85%
MXSBX	Empower SecureFoundation Balanced Fund	0.59%	+7.83%	+9.29%	+6.40%
JAIZX	Managed Volatility Growth Portfolio	0.77%	+5.59%	+9.95%	+6.65%
MXKLX	Empower Lifetime 2035 Fund	0.86%	+8.68%	+10.49%	+7.42%
CGWRX	Columbia Cornerstone Growth Fund	0.97%	+17.84%	+23.60%	+13.68%
TILGX	Nuveen Large Cap Growth Fund	0.41%	+20.16%	+24.36%	+11.91%
JGAVX	JPMorgan U.S. Value Fund	0.94%	+7.54%	+12.33%	+13.43%
CZMGX	Multi-Manager Growth Strategies Fund$1M min	0.72%	+21.46%	+25.51%	+13.80%
TRLNX	T. Rowe Price Retirement 2060 Fund	0.46%	+11.91%	—	—
IGM	iShares Expanded Tech Sector ETF	0.39%	+26.15%	+31.45%	+16.87%
SUWAX	DWS Core Equity Fund	0.83%	+11.94%	+17.15%	+13.37%
TRUBX	T. Rowe Price Retirement 2015 Fund	0.35%	+8.27%	—	—
OMFL	Invesco Russell 1000 Dynamic Multifactor ETF	0.29%	+14.32%	+13.52%	+14.51%
JHDFX	JPMorgan Hedged Equity 2 Fund	0.45%	+7.63%	+11.05%	—
FMGGX	Franklin Small-Mid Cap Growth Fund	0.84%	+13.49%	+13.33%	+5.92%
DUHP	Dimensional US High Profitability ETF	0.22%	+10.90%	+17.75%	—
AFEDX	Large Cap Equity Fund	0.44%	+9.39%	+16.62%	+12.27%

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