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 | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | JSMSX vs JRLVX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | JSMSX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | JSMSX vs JIEHX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | JSMSX vs PTDIX |
Best Risk-Adjusted Alternatives to JSMSX
JSMSX has a PortfoliosLab risk / return rank of 55. There are 581 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | JSMSX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | JSMSX vs SSFNX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | JSMSX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 85 | — | Sep 2014 | JSMSX vs SSBRX | |
| Voya Target Retirement 2045 Fund | 85 | — | Dec 2012 | JSMSX vs IRSPX |
Top Performing JSMSX Alternatives (YTD)
JSMSX is at 6.16% YTD. There are 498 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | JSMSX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | JSMSX vs FDFPX | |
| Fidelity Freedom Blend 2060 Fund Class K6 | 14.02% | — | Aug 2018 | JSMSX vs FHCDX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.98% | — | Aug 2014 | JSMSX vs FVTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.95% | — | Jun 2019 | JSMSX vs FFSZX |
Lowest Volatility Alternatives to JSMSX
JSMSX has 7.73% 1-year volatility. There are 226 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | JSMSX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | JSMSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | JSMSX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.14% | — | Aug 2019 | JSMSX vs FRQHX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.15% | — | Aug 2007 | JSMSX vs FRQIX |
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 | 20 | 7.96% | — | Nov 2010 | JSMSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 19 | 7.85% | — | Feb 1992 | JSMSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 19 | 7.74% | — | Feb 1992 | JSMSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 12 | -0.05% | — | Aug 2018 | JSMSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 65 | 10.42% | — | Jul 1987 | JSMSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.85% | — | Dec 2013 | JSMSX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 80 | 1.35% | — | Jun 2014 | JSMSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 35 | 6.43% | — | Sep 1993 | JSMSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 11 | -0.08% | — | Aug 2018 | JSMSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 24 | 7.71% | — | Oct 1999 | JSMSX vs VHIAX |
Often Compared With JSMSX
Investors most often compare JSMSX with FHATX, AAETX, FRHMX. 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