JPMorgan SmartRetirement 2045 Fund (JSASX) 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 JSASX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JSASX
JSASX charges 0.25% annually. There are 220 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 2055 Fund | 0.01% | — | Feb 2008 | JSASX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | JSASX vs LTRIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | JSASX vs LTSTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | JSASX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | JSASX vs PLWIX |
Best Risk-Adjusted Alternatives to JSASX
JSASX has a PortfoliosLab risk / return rank of 48. There are 584 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 | JSASX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | JSASX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | JSASX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | JSASX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | JSASX vs URTRX |
Top Performing JSASX Alternatives (YTD)
JSASX is at 8.07% YTD. There are 335 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 | JSASX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | JSASX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | JSASX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | JSASX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | JSASX vs FQLSX |
Lowest Volatility Alternatives to JSASX
JSASX has 11.87% 1-year volatility. There are 378 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 | JSASX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | JSASX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | JSASX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | JSASX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | JSASX vs DRIQX |
Lowest Drawdown Alternatives to JSASX
JSASX has a 1-year max drawdown of -8.65%. There are 405 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 | JSASX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | JSASX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JSASX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | JSASX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | JSASX 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 JSASX
Investors most often compare JSASX with VPMAX, FBGRX, FRKMX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare JSASX with Any Fund or Stock
Compare JSASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JSASX with funds that move differently
JPMorgan SmartRetirement 2045 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JSASX.
Explore JSASX Diversifiers