JPMorgan SmartRetirement 2055 Fund (JFFSX) 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 JFFSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JFFSX
JFFSX charges 0.25% annually. There are 220 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 2055 Fund | 0.01% | — | Feb 2008 | JFFSX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | JFFSX vs LTRIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | JFFSX vs LTSTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | JFFSX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | JFFSX vs PLWIX |
Best Risk-Adjusted Alternatives to JFFSX
JFFSX has a PortfoliosLab risk / return rank of 49. There are 581 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | JFFSX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | JFFSX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | JFFSX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | JFFSX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | JFFSX vs URTRX |
Top Performing JFFSX Alternatives (YTD)
JFFSX is at 8.64% YTD. There are 287 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | JFFSX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | JFFSX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | JFFSX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | JFFSX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | JFFSX vs FQLSX |
Lowest Volatility Alternatives to JFFSX
JFFSX has 12.55% 1-year volatility. There are 408 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | JFFSX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | JFFSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | JFFSX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | JFFSX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | JFFSX vs DRIQX |
Lowest Drawdown Alternatives to JFFSX
JFFSX has a 1-year max drawdown of -9.14%. There are 479 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 | JFFSX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | JFFSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JFFSX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | JFFSX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | JFFSX vs PRMYX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.
Often Compared With JFFSX
Investors most often compare JFFSX with FXAIX, GEQYX, FDEEX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare JFFSX with Any Fund or Stock
Compare JFFSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JFFSX with funds that move differently
JPMorgan SmartRetirement 2055 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JFFSX.
Explore JFFSX Diversifiers