JPMorgan SmartRetirement Blend 2035 Fund Class R6 (JPYRX) 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 JPYRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JPYRX
JPYRX 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 2030 Fund | 0.01% | — | Feb 2001 | JPYRX vs PMTIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | JPYRX vs PPLIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | JPYRX vs LTSTX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | JPYRX vs PLTZX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | JPYRX vs PLWIX |
Best Risk-Adjusted Alternatives to JPYRX
JPYRX has a PortfoliosLab risk / return rank of 66. There are 76 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | JPYRX vs PADLX | |
| State Street Target Retirement Fund | 82 | — | Sep 2014 | JPYRX vs SSFNX | |
| USAA Target Retirement Income Fund | 82 | — | Jul 2008 | JPYRX vs URINX | |
| Prudential Day One Income Fund | 82 | — | Dec 2016 | JPYRX vs PDAHX | |
| USAA Target Retirement 2030 Fund | 79 | — | Jul 2008 | JPYRX vs URTRX |
Top Performing JPYRX Alternatives (YTD)
JPYRX is at 7.83% YTD. There are 321 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 12.71%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 12.71% | — | Jul 2013 | JPYRX vs URSIX | |
| USAA Target Retirement 2050 Fund | 12.27% | — | Jul 2008 | JPYRX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 11.68% | — | Jun 2017 | JPYRX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 11.60% | — | Jun 2019 | JPYRX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 11.59% | — | Jun 2017 | JPYRX vs FQLSX |
Lowest Volatility Alternatives to JPYRX
JPYRX has 9.84% 1-year volatility. There are 285 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 | JPYRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.41% | — | Oct 2009 | JPYRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.43% | — | Oct 2009 | JPYRX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | JPYRX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.53% | — | Nov 2015 | JPYRX vs DRIQX |
Lowest Drawdown Alternatives to JPYRX
JPYRX has a 1-year max drawdown of -7.11%. There are 274 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 | JPYRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | JPYRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JPYRX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | JPYRX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | JPYRX vs PRMYX |
Compare JPYRX with Any Fund or Stock
Compare JPYRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JPYRX with funds that move differently
JPMorgan SmartRetirement Blend 2035 Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JPYRX.
Explore JPYRX Diversifiers