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 218 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | JSMSX vs FCQTX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | JSMSX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | JSMSX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | JSMSX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | JSMSX vs JIEHX |
Best Risk-Adjusted Alternatives to JSMSX
JSMSX has a PortfoliosLab risk / return rank of 53. There are 586 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | JSMSX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | JSMSX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | JSMSX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | JSMSX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | JSMSX vs FRHMX |
Top Performing JSMSX Alternatives (YTD)
JSMSX is at 6.22% YTD. There are 481 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 | JSMSX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | JSMSX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | JSMSX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | JSMSX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.76% | — | Aug 2014 | JSMSX vs FVTKX |
Lowest Volatility Alternatives to JSMSX
JSMSX has 8.20% 1-year volatility. There are 223 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.58% | — | Nov 2015 | JSMSX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | JSMSX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | JSMSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.32% | — | Oct 2009 | JSMSX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.36% | — | Aug 2007 | JSMSX vs FRIMX |
Lowest Drawdown Alternatives to JSMSX
JSMSX has a 1-year max drawdown of -6.44%. There are 248 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 Income Fund Investor Class | -3.32% | — | Oct 2009 | JSMSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JSMSX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | JSMSX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | JSMSX vs FRKMX |
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 | 18 | 6.63% | — | Nov 2010 | JSMSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 18 | 6.49% | — | Feb 1992 | JSMSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | 6.37% | — | Feb 1994 | JSMSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 15 | 0.90% | — | Aug 2018 | JSMSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 80 | 13.03% | — | Jul 1987 | JSMSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 13 | -1.68% | — | Dec 2013 | JSMSX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 78 | 0.99% | — | Jun 2014 | JSMSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 28 | 4.58% | — | Sep 1993 | JSMSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 14 | 0.86% | — | Aug 2018 | JSMSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 15 | 3.79% | — | Oct 1999 | JSMSX vs VHIAX |
Often Compared With JSMSX
Investors most often compare JSMSX with FHATX, AAETX, PPLIX. 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