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 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 | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | JRBEX vs JIEHX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | JRBEX vs PLWIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | JRBEX vs LTIUX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | JRBEX vs PTDIX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | JRBEX vs JRLVX |
Best Risk-Adjusted Alternatives to JRBEX
JRBEX has a PortfoliosLab risk / return rank of 66. There are 269 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 | JRBEX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | JRBEX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | JRBEX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | JRBEX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | JRBEX vs URTRX |
Top Performing JRBEX Alternatives (YTD)
JRBEX is at 6.60% YTD. There are 416 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 | JRBEX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | JRBEX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | JRBEX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | JRBEX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | JRBEX vs FDFPX |
Lowest Volatility Alternatives to JRBEX
JRBEX has 8.42% 1-year volatility. There are 199 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 | JRBEX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | JRBEX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | JRBEX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | JRBEX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | JRBEX vs DRIQX |
Lowest Drawdown Alternatives to JRBEX
JRBEX has a 1-year max drawdown of -6.15%. There are 191 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | JRBEX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JRBEX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | JRBEX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | JRBEX 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 JRBEX
Investors most often compare JRBEX with DGRO, PPLIX, FNSHX. 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