JPMorgan SmartRetirement 2030 Fund (JSMSX) 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 JSMSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JSMSX
JSMSX 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 2060 Fund | 0.01% | — | Feb 2013 | JSMSX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | JSMSX vs LTIUX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | JSMSX vs JIEHX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | JSMSX vs FCQTX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JSMSX vs PMTIX |
Best Risk-Adjusted Alternatives to JSMSX
JSMSX has a PortfoliosLab risk / return rank of 49. There are 603 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 87 | — | Sep 2014 | JSMSX vs SSFNX | |
| USAA Target Retirement 2040 Fund | 86 | — | Jul 2008 | JSMSX vs URFRX | |
| USAA Target Retirement Income Fund | 86 | — | Jul 2008 | JSMSX vs URINX | |
| USAA Target Retirement 2050 Fund | 86 | — | Jul 2008 | JSMSX vs URFFX | |
| State Street Target Retirement 2025 Fund | 86 | — | Sep 2014 | JSMSX vs SSBRX |
Top Performing JSMSX Alternatives (YTD)
JSMSX is at 6.22% YTD. There are 487 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 14.49% | — | Jul 2013 | JSMSX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.31% | — | Jun 2017 | JSMSX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.25% | — | Jun 2019 | JSMSX vs FDFPX | |
| Fidelity Freedom 2065 Fund Class K6 | 14.22% | — | Jun 2019 | JSMSX vs FFSZX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.22% | — | Aug 2014 | JSMSX vs FVTKX |
Lowest Volatility Alternatives to JSMSX
JSMSX has 8.41% 1-year volatility. There are 198 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 | JSMSX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.45% | — | Oct 2009 | JSMSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | JSMSX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | JSMSX vs DRIQX | |
| MFS Lifetime Income Fund | 4.52% | — | Sep 2005 | JSMSX vs MLLIX |
Lowest Drawdown Alternatives to JSMSX
JSMSX has a 1-year max drawdown of -6.44%. 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 | JSMSX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | JSMSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JSMSX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | JSMSX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | JSMSX 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 JSMSX
Investors most often compare JSMSX with FHATX, AAETX, FRAMX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare JSMSX with Any Fund or Stock
Compare JSMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JSMSX with funds that move differently
JPMorgan SmartRetirement 2030 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JSMSX.
Explore JSMSX Diversifiers