JPMorgan SmartRetirement 2025 Fund (JNSSX) 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 JNSSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JNSSX
JNSSX 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 | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | JNSSX vs JRLVX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | JNSSX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | JNSSX vs PPLIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | JNSSX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | JNSSX vs JIEHX |
Best Risk-Adjusted Alternatives to JNSSX
JNSSX has a PortfoliosLab risk / return rank of 50. There are 554 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 | JNSSX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | JNSSX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | JNSSX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 83 | — | Sep 2014 | JNSSX vs SSBRX | |
| USAA Target Retirement 2030 Fund | 83 | — | Jul 2008 | JNSSX vs URTRX |
Top Performing JNSSX Alternatives (YTD)
JNSSX is at 4.24% YTD. There are 576 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 | JNSSX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | JNSSX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.89% | — | Jun 2017 | JNSSX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.86% | — | Jun 2019 | JNSSX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.80% | — | Jun 2017 | JNSSX vs FQLSX |
Lowest Volatility Alternatives to JNSSX
JNSSX has 6.75% 1-year volatility. There are 134 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 | JNSSX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.43% | — | Oct 2009 | JNSSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.46% | — | Oct 2009 | JNSSX vs FFGZX | |
| MFS Lifetime Income Fund | 4.50% | — | Sep 2005 | JNSSX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | JNSSX vs DRIQX |
Lowest Drawdown Alternatives to JNSSX
JNSSX has a 1-year max drawdown of -5.33%. There are 143 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 | JNSSX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | JNSSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JNSSX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | JNSSX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | JNSSX 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 JNSSX
Investors most often compare JNSSX with DTDRX, DRIKX, ISOLX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare JNSSX with Any Fund or Stock
Compare JNSSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JNSSX with funds that move differently
JPMorgan SmartRetirement 2025 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JNSSX.
Explore JNSSX Diversifiers