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 2045 Fund | 0.01% | — | Feb 2008 | JACSX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JACSX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | JACSX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | JACSX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | JACSX vs LTFIX |
Best Risk-Adjusted Alternatives to JACSX
JACSX has a PortfoliosLab risk / return rank of 65. There are 325 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | JACSX vs PADLX | |
| Fidelity Managed Retirement Income Fund Class K | 85 | — | Aug 2019 | JACSX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 85 | — | Aug 2019 | JACSX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | JACSX vs FIRVX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | JACSX vs FRAMX |
Top Performing JACSX Alternatives (YTD)
JACSX is at 10.49% YTD. There are 142 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | JACSX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | JACSX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | JACSX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | JACSX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.08% | — | Aug 2014 | JACSX vs FVTKX |
Lowest Volatility Alternatives to JACSX
JACSX has 12.52% 1-year volatility. There are 488 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.58% | — | Nov 2015 | JACSX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | JACSX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | JACSX vs FIKFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | JACSX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | JACSX vs FRIMX |
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 | 14 | 4.25% | — | Nov 2010 | JACSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 13 | 4.12% | — | Feb 1992 | JACSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 13 | 3.99% | — | Feb 1994 | JACSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 16 | 0.75% | — | Aug 2018 | JACSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 84 | 13.47% | — | Jul 1987 | JACSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.82% | — | Dec 2013 | JACSX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 82 | 1.11% | — | Jun 2014 | JACSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 2.65% | — | Sep 1993 | JACSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 15 | 0.64% | — | Aug 2018 | JACSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 1.31% | — | Oct 1999 | JACSX vs VHIAX |
Often Compared With JACSX
Investors most often compare JACSX with VOO, FTLSX, FOTKX. 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