JPMorgan SmartRetirement Blend 2055 Fund (JPTBX) 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 JPTBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JPTBX
JPTBX charges 0.33% annually. There are 262 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 | JPTBX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JPTBX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | JPTBX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | JPTBX vs PLTZX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | JPTBX vs PTDIX |
Best Risk-Adjusted Alternatives to JPTBX
JPTBX has a PortfoliosLab risk / return rank of 64. There are 245 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 | JPTBX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 85 | — | Aug 2019 | JPTBX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 85 | — | Aug 2019 | JPTBX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | JPTBX vs FRAMX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | JPTBX vs PADLX |
Top Performing JPTBX Alternatives (YTD)
JPTBX is at 11.29% YTD. There are 135 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 | JPTBX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | JPTBX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | JPTBX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | JPTBX vs FIRVX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.50% | — | Jun 2011 | JPTBX vs FCTKX |
Lowest Volatility Alternatives to JPTBX
JPTBX has 12.50% 1-year volatility. There are 479 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 | JPTBX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | JPTBX vs FIKFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | JPTBX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | JPTBX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | JPTBX vs FRQAX |
Lowest Drawdown Alternatives to JPTBX
JPTBX has a 1-year max drawdown of -9.00%. There are 482 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 | JPTBX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | JPTBX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JPTBX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | JPTBX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | JPTBX 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 | JPTBX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 13 | 4.99% | — | Feb 1992 | JPTBX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 13 | 4.87% | — | Feb 1994 | JPTBX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 14 | 2.12% | — | Aug 2018 | JPTBX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 75 | 13.68% | — | Jul 1987 | JPTBX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 13 | -1.88% | — | Dec 2013 | JPTBX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 83 | 1.60% | — | Jun 2014 | JPTBX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 4.25% | — | Sep 1993 | JPTBX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 13 | 1.99% | — | Aug 2018 | JPTBX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 14 | 4.12% | — | Oct 1999 | JPTBX vs VHIAX |
Often Compared With JPTBX
Investors most often compare JPTBX with GPIQ, VIIIX, VIGIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare JPTBX with Any Fund or Stock
Compare JPTBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JPTBX with funds that move differently
JPMorgan SmartRetirement Blend 2055 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JPTBX.
Explore JPTBX Diversifiers