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 246 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 2060 Fund | 0.01% | — | Feb 2013 | JPSRX vs PLTZX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | JPSRX vs JIEHX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | JPSRX vs PLWIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | JPSRX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JPSRX vs PMTIX |
Best Risk-Adjusted Alternatives to JPSRX
JPSRX has a PortfoliosLab risk / return rank of 69. There are 172 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 | JPSRX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | JPSRX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | JPSRX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | JPSRX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | JPSRX vs URTRX |
Top Performing JPSRX Alternatives (YTD)
JPSRX is at 8.14% YTD. There are 331 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 | JPSRX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | JPSRX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | JPSRX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | JPSRX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | JPSRX vs FDFPX |
Lowest Volatility Alternatives to JPSRX
JPSRX has 9.94% 1-year volatility. There are 285 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 | JPSRX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | JPSRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | JPSRX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | JPSRX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | JPSRX vs DRIQX |
Lowest Drawdown Alternatives to JPSRX
JPSRX has a 1-year max drawdown of -7.13%. There are 275 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | JPSRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JPSRX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | JPSRX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | JPSRX 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 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