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 260 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 | JMSSX vs LTRIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | JMSSX vs LTFIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | JMSSX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | JMSSX vs JIEHX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | JMSSX vs FCQTX |
Best Risk-Adjusted Alternatives to JMSSX
JMSSX has a PortfoliosLab risk / return rank of 69. There are 285 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | JMSSX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | JMSSX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | JMSSX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | JMSSX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | JMSSX vs FRHMX |
Top Performing JMSSX Alternatives (YTD)
JMSSX is at 11.11% YTD. There are 215 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 | JMSSX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | JMSSX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | JMSSX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | JMSSX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.76% | — | Aug 2014 | JMSSX vs FVTKX |
Lowest Volatility Alternatives to JMSSX
JMSSX has 11.80% 1-year volatility. There are 412 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 | JMSSX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | JMSSX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | JMSSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.32% | — | Oct 2009 | JMSSX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.36% | — | Aug 2007 | JMSSX vs FRIMX |
Lowest Drawdown Alternatives to JMSSX
JMSSX has a 1-year max drawdown of -8.54%. There are 406 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 Income Fund Investor Class | -3.32% | — | Oct 2009 | JMSSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JMSSX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | JMSSX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | JMSSX 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 | 18 | 6.63% | — | Nov 2010 | JMSSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 18 | 6.49% | — | Feb 1992 | JMSSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | 6.37% | — | Feb 1994 | JMSSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 15 | 0.90% | — | Aug 2018 | JMSSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 80 | 13.03% | — | Jul 1987 | JMSSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 13 | -1.68% | — | Dec 2013 | JMSSX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 78 | 0.99% | — | Jun 2014 | JMSSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 28 | 4.58% | — | Sep 1993 | JMSSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 14 | 0.86% | — | Aug 2018 | JMSSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 15 | 3.79% | — | Oct 1999 | JMSSX vs VHIAX |
Often Compared With JMSSX
Investors most often compare JMSSX with LTIUX, FNSFX, LPDIX. 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