JSLCX

Active

Multimanager Lifestyle Conservative Portfolio

Category: US Equity (9,528 funds)

Expense Ratio

1.07%

Annual Cost per $10K

$107.00

30-Year Fee Drag per $10K

$19,815

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+6.22%

Asset Allocation

US Equity

90%

US Bond

10%

Fee Comparison

JSLCX

1.07%

US Equity average

1.06%

US Equity cheapest

BKLC

0.00%

Index benchmark

0.03%

1% more expensive than category average

Historical Returns

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

+21.48%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

JSLCX at 1.07%$281,539

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$99,073

Cost vs index fund−$95,885

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
JSLCX	Multimanager Lifestyle Conservative Portfolio	1.07%	+6.22%	+6.70%	+3.18%
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%	—	—
FBCCX	Fidelity Blue Chip Growth Fund	0.97%	—	—	—
TRBCX	T. Rowe Price Blue Chip Growth Fund, Inc.	0.69%	+22.17%	+26.00%	+11.15%
OIEFX	JPMorgan Equity Income Fund	0.95%	+9.02%	+10.27%	+11.47%
PRGFX	T. Rowe Price Growth Stock Fund, Inc.	0.65%	+18.09%	+22.19%	+9.65%
MFEGX	MFS Growth Fund	0.83%	+17.10%	+22.40%	+11.49%
QCGRFX	College Retirement Equities Fund - Growth Account	—	+20.77%	+27.32%	—
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%
JULCX	Multimanager Lifestyle Conservative Portfolio	0.82%	+6.48%	+6.96%	+3.42%
JMUEX	JPMorgan U.S. Equity Fund	0.94%	+13.91%	+19.01%	+14.61%
HRCAX	Harbor Capital Appreciation Fund	0.92%	+18.13%	+24.99%	+10.71%
TRVLX	T. Rowe Price Value Fund, Inc.	0.69%	+6.70%	+12.86%	+13.45%
JGACX	JPMorgan Growth Advantage Fund	0.99%	+18.63%	+22.26%	+13.06%
MXBPX	Empower Moderately Aggressive Profile Fund	0.99%	+8.03%	+10.59%	+8.20%
OAZMX	Oakmark Fund	0.63%	+11.94%	+18.73%	—
TSPNX	T. Rowe Price Spectrum Income Fund	0.46%	+5.15%	+5.69%	—
MXELX	Empower Lifetime 2025 Fund	0.81%	+7.21%	+8.41%	+5.64%
JVMAX	Disciplined Value Mid Cap Fund	0.74%	+9.93%	+13.60%	+14.55%
JHQAX	JPMorgan Hedged Equity Fund	0.82%	+6.91%	+11.59%	+8.95%
ACIIX	Equity Income Fund	0.59%	+7.72%	+9.44%	+9.28%
GETGX	Victory Sycamore Established Value Fund	0.89%	+0.11%	+8.61%	+13.96%
PAULX	T. Rowe Price U.S. Large-Cap Core Fund, Inc.	0.96%	+9.57%	+17.46%	+13.18%
FLMVX	JPMorgan Mid Cap Value Fund	1.09%	+5.29%	+10.20%	+13.06%
JHLMX	Multimanager Lifestyle Moderate Portfolio	0.86%	+7.52%	+8.56%	+5.16%
CIVVX	CAUSEWAY INTERNATIONAL VALUE FUND	1.10%	+22.71%	+28.76%	+16.75%
EAASX	Eaton Vance Atlanta Capital SMID-Cap Fund	1.12%	-2.43%	+9.21%	+10.24%
PGORX	Putnam Large Cap Growth Fund	0.93%	+22.90%	+19.91%	+15.78%
FAIRX	The Fairholme Fund	1.00%	-8.14%	+10.92%	+10.38%
MLRSX	NYLI Winslow Large Cap Growth Fund	0.62%	+19.60%	+26.04%	+13.07%
CCIFX	Columbia Seligman Technology and Information Fund	0.91%	—	—	—
PLCGX	LargeCap Growth Fund I	0.94%	+16.10%	+21.61%	+10.46%
JGAQX	JPMorgan Value Advantage Fund	0.99%	+6.81%	+11.40%	+13.88%
PACOX	T. Rowe Price U.S. Equity Research Fund	0.83%	+14.50%	+20.06%	+14.80%
JHLGX	Multimanager Lifestyle Growth Portfolio	0.97%	+10.39%	+12.50%	+8.67%
SBLGX	ClearBridge Large Cap Growth Fund	1.01%	+11.97%	+22.49%	+10.86%
PBCJX	Blue Chip Fund	0.92%	+16.69%	+21.06%	+11.28%
HGIRX	HARTFORD CORE EQUITY FUND	1.08%	+12.87%	+16.94%	+12.31%
BMGAX	BlackRock Mid-Cap Growth Equity Portfolio	0.71%	+9.91%	+10.64%	+4.52%
SHAPX	ClearBridge Appreciation Fund	0.91%	+13.69%	+17.47%	+13.32%
JENIX	The Jensen Quality Growth Fund Inc	1.26%	+2.22%	+10.27%	+9.73%
DHLAX	DIAMOND HILL LARGE CAP FUND	0.96%	+3.43%	+10.73%	-6.41%
TSNIX	T. Rowe Price Science & Technology Fund, Inc.	0.67%	+24.77%	+29.86%	+13.51%
OAZLX	Oakmark Select Fund	0.73%	+11.31%	+17.16%	—
RTMTX	Tax-Managed U.S. Large Cap Fund	0.81%	+12.04%	+17.46%	+12.41%
RMQAX	Monthly Rebalance NASDAQ-100 2x Strategy Fund	1.42%	+32.87%	+41.14%	+20.77%
PLFMX	LargeCap S&P 500 Index Fund	1.29%	+15.06%	+18.67%	+13.90%
ILGRX	Macquarie Large Cap Growth Fund	0.89%	+11.46%	+20.09%	+6.13%
DCCAX	Macquarie Small Cap Core Fund	1.06%	+3.92%	+7.97%	+10.36%
CSEIX	Cohen & Steers Real Estate Securities Fund	1.10%	-1.08%	+4.49%	+7.35%
JGAVX	JPMorgan U.S. Value Fund	0.94%	+7.54%	+12.33%	+13.43%
FKUQX	Franklin Utilities Fund	0.81%	+15.40%	+9.33%	+11.66%
SSFRX	State Street Equity 500 Index Fund	0.62%	+15.10%	+18.76%	+13.98%
SVFIX	Smead Value Fund	0.90%	—	—	—
JCMAX	JPMorgan Mid Cap Equity Fund	1.09%	+8.65%	+11.38%	+10.38%
GTENX	Gateway Fund	0.65%	+9.63%	+11.64%	+7.66%
CGWRX	Columbia Cornerstone Growth Fund	0.97%	+17.84%	+23.60%	+13.68%
DVZRX	Macquarie Small Cap Value Fund	0.70%	+5.56%	+9.27%	+13.73%
LGLAX	Lord Abbett Growth Leaders Fund	0.90%	+34.94%	+23.97%	+11.42%
RYCCX	NASDAQ-100 2x Strategy Fund	1.74%	+27.03%	+37.54%	+17.60%
CSXCX	Calvert U.S. Large Cap Core Responsible Index Fund	1.24%	+13.38%	+17.51%	+12.14%
JHDAX	JPMorgan Hedged Equity 2 Fund	0.85%	+7.22%	+10.63%	—
TIRTX	Nuveen Large Cap Growth Fund	0.74%	+19.83%	+24.01%	+11.60%
CIPMX	Champlain MidCap Fund	1.09%	+2.75%	+13.26%	+8.34%
CEYRX	Calvert Equity Fund	0.58%	+4.69%	+11.59%	+9.62%
ESPAX	Allspring Special Small Cap Value Fund	1.17%	-1.31%	+12.14%	+7.19%
ACILX	Heritage Fund	0.65%	+22.76%	+18.24%	—
JSECX	JPMorgan Small Cap Equity Fund	1.24%	+0.78%	+6.96%	+7.15%
MXMPX	Empower Moderate Profile Fund	0.90%	+7.11%	+9.05%	+6.83%
AQEAX	Columbia Disciplined Core Fund	0.94%	+12.83%	+17.76%	+13.81%
FSMEX	Select Medical Technology and Devices Portfolio	0.63%	-0.80%	+4.55%	+2.70%
MXVIX	Empower S&P 500 Index Fund	0.49%	+15.28%	+17.70%	+13.46%
AMFEX	AAMA EQUITY FUND	1.18%	+13.33%	+14.63%	+11.29%
CZMVX	Multi-Manager Value Strategies Fund$1M min	0.69%	+7.20%	+12.40%	+12.22%
MXATX	Empower Lifetime 2030 Fund	0.83%	+7.96%	+9.38%	+6.47%
MXAGX	Empower Lifetime 2020 Fund	0.78%	+6.76%	+7.72%	+5.10%
HGOTX	THE HARTFORD GROWTH OPPORTUNITIES FUND	0.83%	+21.89%	+26.81%	+10.51%
DLCZX	Destinations Large Cap Equity Fund	0.81%	+14.12%	+18.67%	+12.77%
FMGGX	Franklin Small-Mid Cap Growth Fund	0.84%	+13.49%	+13.33%	+5.92%
PABVX	MidCap Value Fund I	1.19%	+3.63%	+10.16%	+13.33%
CZMGX	Multi-Manager Growth Strategies Fund$1M min	0.72%	+21.46%	+25.51%	+13.80%
MXKLX	Empower Lifetime 2035 Fund	0.86%	+8.68%	+10.49%	+7.42%
FRAAX	Franklin Growth Opportunities Fund	0.68%	+12.05%	+19.33%	+8.81%
SCDGX	DWS Core Equity Fund	1.24%	+12.24%	+17.44%	+13.67%
OWACX	Old Westbury All Cap Core Fund	0.96%	+9.03%	+16.48%	+11.21%
EQTIX	Shelton Equity Income Fund	0.67%	+9.39%	+14.44%	+12.27%
SCSCX	Touchstone Strategic Trust-Touchstone Large Cap Focused Fund	0.98%	+14.64%	+17.30%	+12.26%
BDSAX	BlackRock Advantage Small Cap Core Fund	1.50%	+7.26%	+10.64%	+9.70%
VVSVX	Venerable US Large Cap Strategic Equity Fund	0.86%	+18.68%	—	—
TSCSX	THRIVENT SMALL CAP STOCK FUND	0.78%	+2.07%	+8.46%	+13.27%
IEOPX	VOYA LARGE CAP GROWTH PORTFOLIO	0.92%	+19.10%	+21.94%	+13.57%
NASDX	Nasdaq-100 Index Fund	0.51%	+19.89%	+24.53%	+14.57%
RRTAX	T. Rowe Price Retirement 2010 Fund	0.99%	+7.25%	+8.60%	+5.07%
PHEFX	T. Rowe Price Hedged Equity Fund	0.75%	+9.87%	—	—
LMPMX	ClearBridge Small Cap Growth Fund	0.92%	+13.90%	+7.17%	+3.63%
PARMX	Parnassus Mid Cap Fund	0.95%	+6.65%	+3.48%	+2.09%
MERDX	Meridian Growth Fund	0.85%	-4.36%	+3.64%	+3.41%
RESRX	U.S. Strategic Equity Fund	0.70%	—	—	—
SPIAX	Invesco S&P 500 Index Fund	0.54%	+15.21%	+18.88%	+14.12%

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