JPMorgan SmartRetirement Blend 2030 Fund (JRBEX) 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 JRBEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JRBEX
JRBEX charges 0.32% annually. There are 260 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 | JRBEX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JRBEX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | JRBEX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | JRBEX vs PLTZX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | JRBEX vs PTDIX |
Best Risk-Adjusted Alternatives to JRBEX
JRBEX has a PortfoliosLab risk / return rank of 66. There are 198 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 | JRBEX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 85 | — | Aug 2019 | JRBEX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 85 | — | Aug 2019 | JRBEX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | JRBEX vs FRAMX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | JRBEX vs PADLX |
Top Performing JRBEX Alternatives (YTD)
JRBEX is at 7.05% YTD. There are 420 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 | JRBEX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | JRBEX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | JRBEX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | JRBEX vs FIRVX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.50% | — | Jun 2011 | JRBEX vs FCTKX |
Lowest Volatility Alternatives to JRBEX
JRBEX has 8.23% 1-year volatility. There are 223 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 | JRBEX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | JRBEX vs FIKFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | JRBEX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | JRBEX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | JRBEX vs FRQAX |
Lowest Drawdown Alternatives to JRBEX
JRBEX has a 1-year max drawdown of -6.15%. There are 219 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 | JRBEX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | JRBEX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JRBEX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | JRBEX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | JRBEX 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 | JRBEX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 13 | 4.99% | — | Feb 1992 | JRBEX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 13 | 4.87% | — | Feb 1994 | JRBEX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 14 | 2.12% | — | Aug 2018 | JRBEX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 75 | 13.68% | — | Jul 1987 | JRBEX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 13 | -1.88% | — | Dec 2013 | JRBEX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 83 | 1.60% | — | Jun 2014 | JRBEX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 4.25% | — | Sep 1993 | JRBEX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 13 | 1.99% | — | Aug 2018 | JRBEX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 14 | 4.12% | — | Oct 1999 | JRBEX vs VHIAX |
Often Compared With JRBEX
Investors most often compare JRBEX with DGRO, JRLVX, PPLIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare JRBEX with Any Fund or Stock
Compare JRBEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JRBEX with funds that move differently
JPMorgan SmartRetirement Blend 2030 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JRBEX.
Explore JRBEX Diversifiers