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 264 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | JPTBX vs FCQTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | JPTBX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JPTBX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | JPTBX vs PLTZX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | JPTBX vs PPLIX |
Best Risk-Adjusted Alternatives to JPTBX
JPTBX has a PortfoliosLab risk / return rank of 67. There are 238 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 | JPTBX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | JPTBX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | JPTBX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | JPTBX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | JPTBX vs URTRX |
Top Performing JPTBX Alternatives (YTD)
JPTBX is at 11.03% YTD. There are 94 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 | JPTBX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | JPTBX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | JPTBX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | JPTBX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | JPTBX vs FQLSX |
Lowest Volatility Alternatives to JPTBX
JPTBX has 12.81% 1-year volatility. There are 455 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 | JPTBX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | JPTBX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | JPTBX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | JPTBX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | JPTBX vs DRIQX |
Lowest Drawdown Alternatives to JPTBX
JPTBX has a 1-year max drawdown of -9.00%. There are 459 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | JPTBX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JPTBX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | JPTBX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | JPTBX 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 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