JIBOX

Active

Lifestyle Blend Balanced Portfolio

Category: US Equity (9,528 funds)

Expense Ratio

0.71%

Annual Cost per $10K

$71.00

30-Year Fee Drag per $10K

$13,782

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+9.38%

Asset Allocation

US Equity

93%

Intl Equity

US Bond

Fee Comparison

JIBOX

0.71%

US Equity average

1.06%

US Equity cheapest

BKLC

0.00%

Index benchmark

0.03%

33% cheaper than category average

Historical Returns

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

+34.88%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

JIBOX at 0.71%$311,704

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$68,909

Cost vs index fund−$65,720

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
JIBOX	Lifestyle Blend Balanced Portfolio	0.71%	+9.38%	+10.49%	+6.77%
FCTDX	Strategic Advisers Fidelity U.S. Total Stock Fund	0.28%	+14.87%	+19.68%	+14.70%
JLGMX	JPMorgan Large Cap Growth Fund	0.94%	+18.41%	+24.00%	+13.54%
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%
FSAKX	Strategic Advisers U.S. Total Stock Fund	0.21%	+14.73%	—	—
FBCCX	Fidelity Blue Chip Growth Fund	0.97%	—	—	—
VEIPX	VANGUARD EQUITY INCOME FUND	0.27%	+12.61%	+13.44%	+14.04%
MFEKX	MFS Growth Fund	0.49%	+17.53%	+22.82%	+11.88%
OIEFX	JPMorgan Equity Income Fund	0.95%	+9.02%	+10.27%	+11.47%
QCGRFX	College Retirement Equities Fund - Growth Account	—	+20.77%	+27.32%	—
PRBLX	Parnassus Core Equity Fund	0.82%	+11.78%	+5.72%	+3.42%
HNACX	Harbor Capital Appreciation Fund	0.59%	+18.51%	+25.40%	+11.07%
TRZAX	T. Rowe Price Value Fund, Inc.	0.56%	+7.45%	+13.66%	+14.27%
COWZ	Pacer US Cash Cows 100 ETF	0.49%	+2.14%	+10.90%	+17.18%
JMUEX	JPMorgan U.S. Equity Fund	0.94%	+13.91%	+19.01%	+14.61%
JGACX	JPMorgan Growth Advantage Fund	0.99%	+18.63%	+22.26%	+13.06%
TRLGX	T. Rowe Price Large-Cap Growth Fund	0.55%	+19.59%	+24.85%	+13.00%
OAZMX	Oakmark Fund	0.63%	+11.94%	+18.73%	—
VWNDX	VANGUARD WINDSOR FUND	0.36%	+6.82%	+11.95%	+14.99%
JHQAX	JPMorgan Hedged Equity Fund	0.82%	+6.91%	+11.59%	+8.95%
JHLAX	Multimanager Lifestyle Balanced Portfolio	0.91%	+8.72%	+10.40%	+6.87%
FGKFX	Fidelity Growth Company K6 Fund	0.45%	+22.97%	+28.46%	+15.73%
AULDX	Ultra Fund	0.54%	+15.13%	+21.78%	+12.24%
SDY	SPDR(R) S&P(R) Dividend ETF	0.35%	+3.60%	+7.34%	+10.93%
JVMAX	Disciplined Value Mid Cap Fund	0.74%	+9.93%	+13.60%	+14.55%
TRZLX	T. Rowe Price U.S. Large-Cap Core Fund, Inc.	0.54%	+10.67%	+18.60%	+14.28%
VHCAX	VANGUARD CAPITAL OPPORTUNITY FUND	0.36%	+11.48%	+16.86%	+12.81%
GETGX	Victory Sycamore Established Value Fund	0.89%	+0.11%	+8.61%	+13.96%
MLRSX	NYLI Winslow Large Cap Growth Fund	0.62%	+19.60%	+26.04%	+13.07%
PFF	iShares Preferred and Income Securities ETF	0.45%	+3.71%	+4.79%	+2.72%
AGRDX	Growth Fund	0.54%	+17.09%	+22.30%	+12.91%
MOAT	VanEck Morningstar Wide Moat ETF	0.47%	+4.64%	+15.21%	+12.97%
VPCCX	VANGUARD PRIMECAP CORE FUND	0.45%	+11.43%	+17.67%	+14.43%
PGORX	Putnam Large Cap Growth Fund	0.93%	+22.90%	+19.91%	+15.78%
FSCSX	Select Software and IT Services Portfolio	0.62%	+16.56%	+18.00%	+9.43%
QVI2Q	VIP Index 500 Portfolio	0.34%	+15.50%	+19.15%	+14.35%
FLMVX	JPMorgan Mid Cap Value Fund	1.09%	+5.29%	+10.20%	+13.06%
PLCGX	LargeCap Growth Fund I	0.94%	+16.10%	+21.61%	+10.46%
ERASX	Eaton Vance Atlanta Capital SMID-Cap Fund	0.81%	-2.10%	+9.56%	+10.60%
CIVVX	CAUSEWAY INTERNATIONAL VALUE FUND	1.10%	+22.71%	+28.76%	+16.75%
OEICX	JPMorgan Equity Index Fund	0.45%	+14.66%	+18.27%	+13.54%
JDEAX	JPMorgan U.S. Research Enhanced Equity Fund	0.60%	+13.74%	+19.32%	+14.84%
TSNIX	T. Rowe Price Science & Technology Fund, Inc.	0.67%	+24.77%	+29.86%	+13.51%
PCUZX	T. Rowe Price U.S. Equity Research Fund	0.33%	+15.45%	+21.04%	—
IWS	iShares Russell Mid-Cap Value ETF	0.23%	+8.01%	+10.97%	+12.63%
BMGAX	BlackRock Mid-Cap Growth Equity Portfolio	0.71%	+9.91%	+10.64%	+4.52%
JGAQX	JPMorgan Value Advantage Fund	0.99%	+6.81%	+11.40%	+13.88%
TSPNX	T. Rowe Price Spectrum Income Fund	0.46%	+5.15%	+5.69%	—
LMESX	ClearBridge Appreciation Fund	0.56%	+14.07%	+17.89%	+13.72%
LSITX	ClearBridge Large Cap Growth Fund	0.64%	+12.36%	+22.95%	+11.28%
PBCJX	Blue Chip Fund	0.92%	+16.69%	+21.06%	+11.28%
JHLGX	Multimanager Lifestyle Growth Portfolio	0.97%	+10.39%	+12.50%	+8.67%
ILGRX	Macquarie Large Cap Growth Fund	0.89%	+11.46%	+20.09%	+6.13%
FTCS	First Trust Capital Strength ETF	0.52%	+3.86%	+10.99%	+8.78%
DCZRX	Macquarie Small Cap Core Fund	0.68%	+4.31%	+8.36%	+10.77%
RTMTX	Tax-Managed U.S. Large Cap Fund	0.81%	+12.04%	+17.46%	+12.41%
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%
BAWAX	Brown Advisory Sustainable Growth Fund	0.60%	+8.66%	+16.82%	+11.24%
JFIVX	500 Index Trust	0.30%	+15.50%	+19.16%	+14.38%
OAZLX	Oakmark Select Fund	0.73%	+11.31%	+17.16%	—
MXVIX	Empower S&P 500 Index Fund	0.49%	+15.28%	+17.70%	+13.46%
GTENX	Gateway Fund	0.65%	+9.63%	+11.64%	+7.66%
DVZRX	Macquarie Small Cap Value Fund	0.70%	+5.56%	+9.27%	+13.73%
PLSAX	LargeCap S&P 500 Index Fund	0.39%	+15.49%	+19.06%	+14.28%
FUFRX	Franklin Utilities Fund	0.50%	+15.71%	+9.67%	+12.02%
FNDA	Schwab Fundamental U.S. Small Company ETF	0.25%	+7.25%	+10.89%	+13.96%
JHLMX	Multimanager Lifestyle Moderate Portfolio	0.86%	+7.52%	+8.56%	+5.16%
UANQX	Victory Nasdaq-100 Index Fund	0.43%	+19.75%	+24.20%	+14.21%
ACILX	Heritage Fund	0.65%	+22.76%	+18.24%	—
JGAVX	JPMorgan U.S. Value Fund	0.94%	+7.54%	+12.33%	+13.43%
PRF	Invesco RAFI US 1000 ETF	0.34%	+12.05%	+15.11%	+15.43%
IGRFX	Macquarie Mid Cap Growth Fund	0.68%	+6.61%	+8.44%	-1.60%
FSMEX	Select Medical Technology and Devices Portfolio	0.63%	-0.80%	+4.55%	+2.70%
CSXAX	Calvert U.S. Large Cap Core Responsible Index Fund	0.49%	+14.19%	+18.37%	+12.97%
CEYRX	Calvert Equity Fund	0.58%	+4.69%	+11.59%	+9.62%
MPGFX	Mairs & Power Growth Fund	0.62%	+8.63%	+16.67%	—
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%
CZMGX	Multi-Manager Growth Strategies Fund$1M min	0.72%	+21.46%	+25.51%	+13.80%
HAGIX	Carillon Eagle Mid Cap Growth Fund$1M min	0.72%	+17.74%	+8.26%	+6.49%
VADAX	Invesco Equally-Weighted S&P 500 Fund	0.53%	+8.61%	+11.77%	+12.53%
STBIX	State Street Equity 500 Index Fund	0.27%	+15.50%	+19.17%	+14.37%
CZMVX	Multi-Manager Value Strategies Fund$1M min	0.69%	+7.20%	+12.40%	+12.22%
IGM	iShares Expanded Tech Sector ETF	0.39%	+26.15%	+31.45%	+16.87%
RWL	Invesco S&P 500 Revenue ETF	0.39%	+12.58%	+15.34%	+15.85%
FMGGX	Franklin Small-Mid Cap Growth Fund	0.84%	+13.49%	+13.33%	+5.92%
AQEAX	Columbia Disciplined Core Fund	0.94%	+12.83%	+17.76%	+13.81%
SVFIX	Smead Value Fund	0.90%	—	—	—
FOPPX	Franklin Growth Opportunities Fund	0.58%	+12.12%	+19.42%	+8.88%
JHDRX	JPMorgan Hedged Equity 2 Fund	0.34%	+7.75%	+11.15%	—
JGRO	JPMorgan Active Growth ETF	0.44%	+18.75%	+23.58%	—
ASDEX	Select Fund	0.55%	+15.37%	+20.22%	+12.64%
PGX	Invesco Preferred ETF	0.50%	+1.15%	+3.53%	+0.42%
DLCZX	Destinations Large Cap Equity Fund	0.81%	+14.12%	+18.67%	+12.77%
HGOFX	THE HARTFORD GROWTH OPPORTUNITIES FUND	0.73%	+22.05%	+26.94%	+10.62%
SUWAX	DWS Core Equity Fund	0.83%	+11.94%	+17.15%	+13.37%
CIPIX	Champlain MidCap Fund$1M min	0.84%	+3.01%	+13.54%	+8.62%

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