JPMorgan SmartRetirement Blend 2060 Fund (JACSX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JACSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JACSX
JACSX charges 0.33% annually. There are 262 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | JACSX vs LTSTX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | JACSX vs PLTZX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | JACSX vs JIEHX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | JACSX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | JACSX vs PPLIX |
Best Risk-Adjusted Alternatives to JACSX
JACSX has a PortfoliosLab risk / return rank of 66. There are 384 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | JACSX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | JACSX vs SSFNX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | JACSX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 85 | — | Sep 2014 | JACSX vs SSBRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 83 | — | Nov 2015 | JACSX vs DRILX |
Top Performing JACSX Alternatives (YTD)
JACSX is at 12.35% YTD. There are 143 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | JACSX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | JACSX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 14.07% | — | Jun 2017 | JACSX vs FQLSX | |
| Fidelity Freedom Blend 2055 Fund Class K6 | 14.04% | — | Aug 2018 | JACSX vs FHDDX | |
| Fidelity Freedom Blend 2065 Fund Class K6 | 14.03% | — | Jun 2019 | JACSX vs FFBQX |
Lowest Volatility Alternatives to JACSX
JACSX has 11.83% 1-year volatility. There are 501 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | JACSX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | JACSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | JACSX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.14% | — | Aug 2019 | JACSX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | 4.15% | — | Aug 2019 | JACSX vs FRKMX |
Lowest Drawdown Alternatives to JACSX
JACSX has a 1-year max drawdown of -9.03%. There are 485 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | JACSX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | JACSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JACSX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | JACSX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | JACSX vs FRKMX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 20 | 7.96% | — | Nov 2010 | JACSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 19 | 7.85% | — | Feb 1992 | JACSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 19 | 7.74% | — | Feb 1992 | JACSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 12 | -0.05% | — | Aug 2018 | JACSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 65 | 10.42% | — | Jul 1987 | JACSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.85% | — | Dec 2013 | JACSX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 80 | 1.35% | — | Jun 2014 | JACSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 35 | 6.43% | — | Sep 1993 | JACSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 11 | -0.08% | — | Aug 2018 | JACSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 24 | 7.71% | — | Oct 1999 | JACSX vs VHIAX |
Often Compared With JACSX
Investors most often compare JACSX with VOO, FTLSX, FRHMX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare JACSX with Any Fund or Stock
Compare JACSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JACSX with funds that move differently
JPMorgan SmartRetirement Blend 2060 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JACSX.
Explore JACSX Diversifiers