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 | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | JMSSX vs FCQTX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | JMSSX vs JRLVX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | JMSSX vs PLWIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | JMSSX vs LTSTX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | JMSSX vs LTFIX |
Best Risk-Adjusted Alternatives to JMSSX
JMSSX has a PortfoliosLab risk / return rank of 67. There are 368 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | JMSSX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | JMSSX vs SSFNX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 86 | — | Jan 2020 | JMSSX vs DTDRX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | JMSSX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 85 | — | Sep 2014 | JMSSX vs SSBRX |
Top Performing JMSSX Alternatives (YTD)
JMSSX is at 11.11% YTD. There are 225 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | JMSSX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | JMSSX vs FDFPX | |
| Fidelity Freedom Blend 2060 Fund Class K6 | 14.02% | — | Aug 2018 | JMSSX vs FHCDX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.98% | — | Aug 2014 | JMSSX vs FVTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.95% | — | Jun 2019 | JMSSX vs FFSZX |
Lowest Volatility Alternatives to JMSSX
JMSSX has 11.21% 1-year volatility. There are 420 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | JMSSX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | JMSSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | JMSSX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.14% | — | Aug 2019 | JMSSX vs FRQHX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.15% | — | Aug 2007 | JMSSX vs FRQIX |
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 | 20 | 7.96% | — | Nov 2010 | JMSSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 19 | 7.85% | — | Feb 1992 | JMSSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 19 | 7.74% | — | Feb 1992 | JMSSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 12 | -0.05% | — | Aug 2018 | JMSSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 65 | 10.42% | — | Jul 1987 | JMSSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.85% | — | Dec 2013 | JMSSX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 80 | 1.35% | — | Jun 2014 | JMSSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 35 | 6.43% | — | Sep 1993 | JMSSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 11 | -0.08% | — | Aug 2018 | JMSSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 24 | 7.71% | — | Oct 1999 | JMSSX vs VHIAX |
Often Compared With JMSSX
Investors most often compare JMSSX with ISOLX, PLTZX, FNSDX. These 15 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