JPMorgan SmartRetirement Blend 2040 Fund Class R6 (JOBYX) 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 JOBYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JOBYX
JOBYX charges 0.17% annually. There are 153 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 2040 Fund | 0.01% | — | Feb 2001 | JOBYX vs PTDIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | JOBYX vs LTSTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | JOBYX vs PPLIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JOBYX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | JOBYX vs LTRIX |
Best Risk-Adjusted Alternatives to JOBYX
JOBYX has a PortfoliosLab risk / return rank of 64. There are 65 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 | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 87 | — | Aug 2007 | JOBYX vs FRAMX | |
| Putnam Retirement Advantage Maturity Fund | 81 | — | Dec 2019 | JOBYX vs PADLX | |
| Fidelity Advisor Managed Retirement 2015 Fund | 80 | — | Aug 2007 | JOBYX vs FRASX | |
| Fidelity Advisor Managed Retirement 2020 Fund Clas... | 80 | — | Dec 2007 | JOBYX vs FIIVX | |
| Prudential Day One Income Fund | 80 | — | Dec 2016 | JOBYX vs PDAHX |
Top Performing JOBYX Alternatives (YTD)
JOBYX is at 8.72% YTD. There are 258 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | JOBYX vs FRAMX | |
| USAA Target Retirement 2060 Fund | 12.21% | — | Jul 2013 | JOBYX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 11.88% | — | Jun 2017 | JOBYX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 11.80% | — | Jun 2019 | JOBYX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 11.79% | — | Jun 2017 | JOBYX vs FQLSX |
Lowest Volatility Alternatives to JOBYX
JOBYX has 11.06% 1-year volatility. There are 347 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | JOBYX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | JOBYX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | JOBYX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | JOBYX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.40% | — | Oct 2009 | JOBYX vs FIKFX |
Lowest Drawdown Alternatives to JOBYX
JOBYX has a 1-year max drawdown of -7.93%. There are 341 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 | JOBYX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | JOBYX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JOBYX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | JOBYX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | JOBYX vs FRIMX |
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 | 9 | 0.82% | — | Nov 2010 | JOBYX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 8 | 0.68% | — | Feb 1992 | JOBYX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 8 | 0.54% | — | Feb 1994 | JOBYX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 18 | 2.20% | — | Aug 2018 | JOBYX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 83 | 15.18% | — | Jul 1987 | JOBYX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Equity Hedged | 11 | -1.80% | — | Dec 2013 | JOBYX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 82 | 1.00% | — | Jun 2014 | JOBYX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 16 | 3.21% | — | Sep 1993 | JOBYX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 17 | 2.14% | — | Aug 2018 | JOBYX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 9 | 0.28% | — | Oct 1999 | JOBYX vs VHIAX |
Compare JOBYX with Any Fund or Stock
Compare JOBYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JOBYX with funds that move differently
JPMorgan SmartRetirement Blend 2040 Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JOBYX.
Explore JOBYX Diversifiers