JLBGX

Active

Multimanager 2015 Lifetime Portfolio

Category: US Equity (9,528 funds)

Expense Ratio

0.78%

Annual Cost per $10K

$78.00

30-Year Fee Drag per $10K

$15,002

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+7.46%

Asset Allocation

US Equity

92%

US Bond

Fee Comparison

JLBGX

0.78%

US Equity average

1.06%

US Equity cheapest

BKLC

0.00%

Index benchmark

0.03%

26% cheaper than category average

Historical Returns

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

+26.80%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

JLBGX at 0.78%$305,604

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$75,009

Cost vs index fund−$71,820

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
JLBGX	Multimanager 2015 Lifetime Portfolio	0.78%	+7.46%	+8.24%	+5.24%
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%
FSAKX	Strategic Advisers U.S. Total Stock Fund	0.21%	+14.73%	—	—
VPMAX	VANGUARD PRIMECAP FUND	0.31%	+9.16%	+18.06%	+13.53%
TRZBX	T. Rowe Price Blue Chip Growth Fund, Inc.	0.55%	+23.04%	+26.88%	—
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%
OIEFX	JPMorgan Equity Income Fund	0.95%	+9.02%	+10.27%	+11.47%
QCGRFX	College Retirement Equities Fund - Growth Account	—	+20.77%	+27.32%	—
JHLAX	Multimanager Lifestyle Balanced Portfolio	0.91%	+8.72%	+10.40%	+6.87%
MFEJX	MFS Growth Fund	0.58%	+17.41%	+22.71%	+11.77%
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%
TSPNX	T. Rowe Price Spectrum Income Fund	0.46%	+5.15%	+5.69%	—
APGAX	AB LARGE CAP GROWTH FUND INC	0.82%	+15.89%	+20.74%	+12.57%
JGACX	JPMorgan Growth Advantage Fund	0.99%	+18.63%	+22.26%	+13.06%
OAZMX	Oakmark Fund	0.63%	+11.94%	+18.73%	—
COWZ	Pacer US Cash Cows 100 ETF	0.49%	+2.14%	+10.90%	+17.18%
TRLGX	T. Rowe Price Large-Cap Growth Fund	0.55%	+19.59%	+24.85%	+13.00%
VWNDX	VANGUARD WINDSOR FUND	0.36%	+6.82%	+11.95%	+14.99%
AULGX	Ultra Fund	0.69%	+14.92%	+21.58%	+12.06%
JHQAX	JPMorgan Hedged Equity Fund	0.82%	+6.91%	+11.59%	+8.95%
VHCAX	VANGUARD CAPITAL OPPORTUNITY FUND	0.36%	+11.48%	+16.86%	+12.81%
JHLMX	Multimanager Lifestyle Moderate Portfolio	0.86%	+7.52%	+8.56%	+5.16%
FGKFX	Fidelity Growth Company K6 Fund	0.45%	+22.97%	+28.46%	+15.73%
GETGX	Victory Sycamore Established Value Fund	0.89%	+0.11%	+8.61%	+13.96%
TRULX	T. Rowe Price U.S. Large-Cap Core Fund, Inc.	0.64%	+9.96%	+17.85%	+13.54%
MXELX	Empower Lifetime 2025 Fund	0.81%	+7.21%	+8.41%	+5.64%
MLRSX	NYLI Winslow Large Cap Growth Fund	0.62%	+19.60%	+26.04%	+13.07%
ERASX	Eaton Vance Atlanta Capital SMID-Cap Fund	0.81%	-2.10%	+9.56%	+10.60%
JULCX	Multimanager Lifestyle Conservative Portfolio	0.82%	+6.48%	+6.96%	+3.42%
FLMVX	JPMorgan Mid Cap Value Fund	1.09%	+5.29%	+10.20%	+13.06%
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%
PARBX	T. Rowe Price Retirement 2020 Fund	0.77%	+7.95%	+9.61%	+6.15%
CIVVX	CAUSEWAY INTERNATIONAL VALUE FUND	1.10%	+22.71%	+28.76%	+16.75%
MOAT	VanEck Morningstar Wide Moat ETF	0.47%	+4.64%	+15.21%	+12.97%
JHLGX	Multimanager Lifestyle Growth Portfolio	0.97%	+10.39%	+12.50%	+8.67%
VPCCX	VANGUARD PRIMECAP CORE FUND	0.45%	+11.43%	+17.67%	+14.43%
PLCGX	LargeCap Growth Fund I	0.94%	+16.10%	+21.61%	+10.46%
PGORX	Putnam Large Cap Growth Fund	0.93%	+22.90%	+19.91%	+15.78%
PRCOX	T. Rowe Price U.S. Equity Research Fund	0.45%	+14.93%	+20.50%	+15.24%
FSCSX	Select Software and IT Services Portfolio	0.62%	+16.56%	+18.00%	+9.43%
OEICX	JPMorgan Equity Index Fund	0.45%	+14.66%	+18.27%	+13.54%
JGAQX	JPMorgan Value Advantage Fund	0.99%	+6.81%	+11.40%	+13.88%
JAGKX	500 Index Trust	0.50%	+15.28%	+18.91%	+14.15%
HAIAX	HARTFORD CORE EQUITY FUND	0.69%	+13.29%	+17.39%	+12.73%
TSNIX	T. Rowe Price Science & Technology Fund, Inc.	0.67%	+24.77%	+29.86%	+13.51%
JDEAX	JPMorgan U.S. Research Enhanced Equity Fund	0.60%	+13.74%	+19.32%	+14.84%
BMGAX	BlackRock Mid-Cap Growth Equity Portfolio	0.71%	+9.91%	+10.64%	+4.52%
MXBPX	Empower Moderately Aggressive Profile Fund	0.99%	+8.03%	+10.59%	+8.20%
OAZLX	Oakmark Select Fund	0.73%	+11.31%	+17.16%	—
LMESX	ClearBridge Appreciation Fund	0.56%	+14.07%	+17.89%	+13.72%
CREFX	Cohen & Steers Real Estate Securities Fund	0.75%	-0.67%	+4.85%	+7.73%
DCZRX	Macquarie Small Cap Core Fund	0.68%	+4.31%	+8.36%	+10.77%
ILGRX	Macquarie Large Cap Growth Fund	0.89%	+11.46%	+20.09%	+6.13%
DHLAX	DIAMOND HILL LARGE CAP FUND	0.96%	+3.43%	+10.73%	-6.41%
RTMTX	Tax-Managed U.S. Large Cap Fund	0.81%	+12.04%	+17.46%	+12.41%
GTENX	Gateway Fund	0.65%	+9.63%	+11.64%	+7.66%
PLSAX	LargeCap S&P 500 Index Fund	0.39%	+15.49%	+19.06%	+14.28%
MXVIX	Empower S&P 500 Index Fund	0.49%	+15.28%	+17.70%	+13.46%
SSSVX	State Street Equity 500 Index Fund	0.47%	-36.30%	-36.60%	-39.60%
DVZRX	Macquarie Small Cap Value Fund	0.70%	+5.56%	+9.27%	+13.73%
ACIIX	Equity Income Fund	0.59%	+7.72%	+9.44%	+9.28%
PRF	Invesco RAFI US 1000 ETF	0.34%	+12.05%	+15.11%	+15.43%
VASVX	VANGUARD SELECTED VALUE FUND	0.42%	+6.99%	+15.76%	+16.67%
UANQX	Victory Nasdaq-100 Index Fund	0.43%	+19.75%	+24.20%	+14.21%
JGAVX	JPMorgan U.S. Value Fund	0.94%	+7.54%	+12.33%	+13.43%
MXATX	Empower Lifetime 2030 Fund	0.83%	+7.96%	+9.38%	+6.47%
FSMEX	Select Medical Technology and Devices Portfolio	0.63%	-0.80%	+4.55%	+2.70%
IGRFX	Macquarie Mid Cap Growth Fund	0.68%	+6.61%	+8.44%	-1.60%
FUFRX	Franklin Utilities Fund	0.50%	+15.71%	+9.67%	+12.02%
ACILX	Heritage Fund	0.65%	+22.76%	+18.24%	—
CEYRX	Calvert Equity Fund	0.58%	+4.69%	+11.59%	+9.62%
CGWRX	Columbia Cornerstone Growth Fund	0.97%	+17.84%	+23.60%	+13.68%
TILPX	Nuveen Large Cap Growth Fund	0.56%	+20.00%	+24.18%	+11.74%
HAGAX	Carillon Eagle Mid Cap Growth Fund	1.03%	+17.37%	+7.92%	+6.15%
CSXAX	Calvert U.S. Large Cap Core Responsible Index Fund	0.49%	+14.19%	+18.37%	+12.97%
SVFIX	Smead Value Fund	0.90%	—	—	—
MXKLX	Empower Lifetime 2035 Fund	0.86%	+8.68%	+10.49%	+7.42%
MPGFX	Mairs & Power Growth Fund	0.62%	+8.63%	+16.67%	—
CZMGX	Multi-Manager Growth Strategies Fund$1M min	0.72%	+21.46%	+25.51%	+13.80%
PARHX	T. Rowe Price Retirement 2015 Fund	0.75%	+7.77%	+9.25%	+5.77%
CIPMX	Champlain MidCap Fund	1.09%	+2.75%	+13.26%	+8.34%
CZMVX	Multi-Manager Value Strategies Fund$1M min	0.69%	+7.20%	+12.40%	+12.22%
RWL	Invesco S&P 500 Revenue ETF	0.39%	+12.58%	+15.34%	+15.85%
IGM	iShares Expanded Tech Sector ETF	0.39%	+26.15%	+31.45%	+16.87%
FMGGX	Franklin Small-Mid Cap Growth Fund	0.84%	+13.49%	+13.33%	+5.92%
JHDFX	JPMorgan Hedged Equity 2 Fund	0.45%	+7.63%	+11.05%	—
AQEAX	Columbia Disciplined Core Fund	0.94%	+12.83%	+17.76%	+13.81%
ASLDX	Select Fund	0.63%	+15.97%	—	—
MXSBX	Empower SecureFoundation Balanced Fund	0.59%	+7.83%	+9.29%	+6.40%
SUWAX	DWS Core Equity Fund	0.83%	+11.94%	+17.15%	+13.37%
JCMAX	JPMorgan Mid Cap Equity Fund	1.09%	+8.65%	+11.38%	+10.38%
NASDX	Nasdaq-100 Index Fund	0.51%	+19.89%	+24.53%	+14.57%
JGRO	JPMorgan Active Growth ETF	0.44%	+18.75%	+23.58%	—
DLCZX	Destinations Large Cap Equity Fund	0.81%	+14.12%	+18.67%	+12.77%
FOPPX	Franklin Growth Opportunities Fund	0.58%	+12.12%	+19.42%	+8.88%
PGX	Invesco Preferred ETF	0.50%	+1.15%	+3.53%	+0.42%

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