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 | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | JACSX vs FCQTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | JACSX vs LTRIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | JACSX vs LTFIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | JACSX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | JACSX vs JIEHX |
Best Risk-Adjusted Alternatives to JACSX
JACSX has a PortfoliosLab risk / return rank of 62. There are 232 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 Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | JACSX vs FRAMX | |
| State Street Target Retirement Fund | 84 | — | Sep 2014 | JACSX vs SSFNX | |
| Prudential Day One Income Fund | 83 | — | Dec 2016 | JACSX vs PDAHX | |
| USAA Target Retirement Income Fund | 82 | — | Jul 2008 | JACSX vs URINX |
Top Performing JACSX Alternatives (YTD)
JACSX is at 11.45% YTD. There are 97 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | JACSX vs FRAMX | |
| USAA Target Retirement 2060 Fund | 13.16% | — | Jul 2013 | JACSX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.96% | — | Jun 2017 | JACSX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.92% | — | Jun 2019 | JACSX vs FDFPX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.91% | — | Jun 2019 | JACSX vs FFSZX |
Lowest Volatility Alternatives to JACSX
JACSX has 12.59% 1-year volatility. There are 464 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | JACSX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | JACSX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | JACSX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | JACSX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | JACSX vs FIKFX |
Lowest Drawdown Alternatives to JACSX
JACSX has a 1-year max drawdown of -9.03%. There are 464 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 Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | JACSX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | JACSX vs FRIMX |
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 | 7 | 1.20% | — | Nov 2010 | JACSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 7 | 1.06% | — | Feb 1992 | JACSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 6 | 0.94% | — | Feb 1994 | JACSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 19 | 3.29% | — | Aug 2018 | JACSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 86 | 16.24% | — | Jul 1987 | JACSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 12 | -0.97% | — | Dec 2013 | JACSX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 85 | 1.48% | — | Jun 2014 | JACSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 19 | 5.29% | — | Sep 1993 | JACSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 18 | 3.23% | — | Aug 2018 | JACSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 8 | 1.19% | — | 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