JPMorgan SmartRetirement 2060 Fund (JAKSX) Alternatives
JPMorgan SmartRetirement 2060 Fund (JAKSX) 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 JAKSX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to JAKSX
JAKSX charges 0.26% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among JAKSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | Feb 28, 2008 | JAKSX vs LTFIX | |
| Principal LifeTime 2060 Fund | 0.01% | Feb 28, 2013 | JAKSX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | JAKSX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | JAKSX vs PMTIX | |
| Principal LifeTime 2050 Fund | 0.01% | Feb 28, 2001 | JAKSX vs PPLIX |
Best Risk-Adjusted Alternatives to JAKSX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 88 | Jul 30, 2008 | JAKSX vs URINX | |
| Fidelity Freedom Income Fund Class K6 | 87 | Oct 17, 1996 | JAKSX vs FYTKX | |
| Fidelity Freedom Income Fund | 87 | Oct 17, 1996 | JAKSX vs FFFAX | |
| Fidelity Freedom Income Fund Class K | 87 | Jul 20, 2017 | JAKSX vs FNSHX | |
| Fidelity Freedom 2010 Fund | 86 | Oct 17, 1996 | JAKSX vs FFFCX |
Top Performing JAKSX Alternatives (YTD)
JAKSX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 1.03% | Dec 12, 2016 | JAKSX vs PDAHX | |
| Prudential Day One 2020 Fund | 0.77% | Dec 12, 2016 | JAKSX vs PDDDX | |
| USAA Target Retirement Income Fund | 0.62% | Jul 30, 2008 | JAKSX vs URINX | |
| Prudential Day One 2025 Fund | 0.55% | Dec 12, 2016 | JAKSX vs PDEJX | |
| State Street Target Retirement Fund | 0.53% | Sep 29, 2014 | JAKSX vs SSFNX |
Lowest Volatility Alternatives to JAKSX
JAKSX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.34% | Nov 1, 2015 | JAKSX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.39% | Oct 2, 2009 | JAKSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.42% | Oct 2, 2009 | JAKSX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.63% | Aug 1, 2019 | JAKSX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 4.63% | Aug 1, 2019 | JAKSX vs FRHMX |
Lowest Drawdown Alternatives to JAKSX
JAKSX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | JAKSX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | JAKSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | JAKSX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | JAKSX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | Aug 1, 2019 | JAKSX vs FRQKX |
Other Mutual Funds from JPMorgan
Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 25 | -8.48% | Nov 30, 2010 | JAKSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 24 | -8.55% | Feb 28, 1992 | JAKSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 23 | -8.59% | Feb 28, 1992 | JAKSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 24 | -0.51% | Aug 31, 2018 | JAKSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 48 | 1.64% | Jul 2, 1987 | JAKSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 34 | -4.94% | Dec 13, 2013 | JAKSX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 31 | -7.67% | Sep 17, 1993 | JAKSX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 95 | -0.17% | Jun 1, 2014 | JAKSX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 22 | -0.48% | Aug 31, 2018 | JAKSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 34 | -8.66% | Oct 29, 1999 | JAKSX vs VHIAX |
Often Compared With JAKSX
What investors most often compare with JAKSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom Blend 2065 Fund Class I | Target Retirement Date | 74 | -0.76% | Jun 28, 2019 | JAKSX vs FAXFX | |
| Vanguard 500 Index Fund Admiral Shares | Large Cap Blend Equities | 59 | -4.35% | Nov 13, 2000 | JAKSX vs VFIAX | |
| JPMorgan U.S. Equity Fund | Large Cap Blend Equities | 31 | -7.68% | Sep 17, 1993 | JAKSX vs JMUEX |
Compare JAKSX with Any Fund or Stock
Compare JAKSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.