JPMorgan SmartRetirement Blend 2045 Fund (JMSSX) 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 JMSSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JMSSX
JMSSX charges 0.32% 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 2060 Fund | 0.01% | — | Feb 2013 | JMSSX vs PLTZX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | JMSSX vs PLWIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JMSSX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | JMSSX vs FCQTX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | JMSSX vs PTDIX |
Best Risk-Adjusted Alternatives to JMSSX
JMSSX has a PortfoliosLab risk / return rank of 66. There are 261 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 | JMSSX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | JMSSX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | JMSSX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | JMSSX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | JMSSX vs URTRX |
Top Performing JMSSX Alternatives (YTD)
JMSSX is at 10.30% YTD. There are 184 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 | JMSSX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | JMSSX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | JMSSX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | JMSSX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | JMSSX vs FDFPX |
Lowest Volatility Alternatives to JMSSX
JMSSX has 12.11% 1-year volatility. There are 389 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 | JMSSX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | JMSSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | JMSSX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | JMSSX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | JMSSX vs DRIQX |
Lowest Drawdown Alternatives to JMSSX
JMSSX has a 1-year max drawdown of -8.54%. There are 382 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 | JMSSX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | JMSSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JMSSX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | JMSSX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | JMSSX 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 JMSSX
Investors most often compare JMSSX with FRQHX, LTIUX, FNSFX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare JMSSX with Any Fund or Stock
Compare JMSSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JMSSX with funds that move differently
JPMorgan SmartRetirement Blend 2045 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JMSSX.
Explore JMSSX Diversifiers