JPMorgan SmartRetirement Blend 2035 Fund (JPSRX) 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 JPSRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JPSRX
JPSRX charges 0.29% annually. There are 244 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 | JPSRX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JPSRX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | JPSRX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | JPSRX vs PLTZX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | JPSRX vs PTDIX |
Best Risk-Adjusted Alternatives to JPSRX
JPSRX has a PortfoliosLab risk / return rank of 65. There are 229 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 | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | JPSRX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 85 | — | Aug 2019 | JPSRX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 85 | — | Aug 2019 | JPSRX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | JPSRX vs FRAMX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | JPSRX vs PADLX |
Top Performing JPSRX Alternatives (YTD)
JPSRX is at 8.54% YTD. There are 340 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 | JPSRX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | JPSRX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | JPSRX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | JPSRX vs FIRVX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.50% | — | Jun 2011 | JPSRX vs FCTKX |
Lowest Volatility Alternatives to JPSRX
JPSRX has 9.71% 1-year volatility. There are 307 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.48% | — | Nov 2015 | JPSRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | JPSRX vs FIKFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | JPSRX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | JPSRX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | JPSRX vs FRQAX |
Lowest Drawdown Alternatives to JPSRX
JPSRX has a 1-year max drawdown of -7.13%. There are 301 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 | JPSRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | JPSRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JPSRX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | JPSRX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | JPSRX vs FRHMX |
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 | 14 | 5.11% | — | Nov 2010 | JPSRX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 13 | 4.99% | — | Feb 1992 | JPSRX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 13 | 4.87% | — | Feb 1994 | JPSRX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 14 | 2.12% | — | Aug 2018 | JPSRX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 75 | 13.68% | — | Jul 1987 | JPSRX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 13 | -1.88% | — | Dec 2013 | JPSRX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 83 | 1.60% | — | Jun 2014 | JPSRX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 4.25% | — | Sep 1993 | JPSRX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 13 | 1.99% | — | Aug 2018 | JPSRX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 14 | 4.12% | — | Oct 1999 | JPSRX vs VHIAX |
Often Compared With JPSRX
Investors most often compare JPSRX with VOO, VTTHX, JRLVX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare JPSRX with Any Fund or Stock
Compare JPSRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JPSRX with funds that move differently
JPMorgan SmartRetirement Blend 2035 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JPSRX.
Explore JPSRX Diversifiers