JPMorgan Strategic Income Opportunities Fund Class I (JSOSX) belongs to the Total Bond Market category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JSOSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JSOSX
JSOSX charges 0.77% annually. There are 77 mutual funds in the Total Bond Market category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market II Index Fund | 0.02% | — | — | JSOSX vs VTBNX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Sep 1995 | JSOSX vs VBTIX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | Mar 1990 | JSOSX vs FXNAX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Feb 2010 | JSOSX vs VBMPX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | — | Oct 2017 | JSOSX vs FNSOX |
Best Risk-Adjusted Alternatives to JSOSX
JSOSX has a PortfoliosLab risk / return rank of 99. There are 3 mutual funds in the Total Bond Market category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 100 | — | Feb 2015 | JSOSX vs VUSFX | |
| Fidelity Flex Conservative Income Bond Fund | 99 | — | May 2018 | JSOSX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 99 | 15.70B | Feb 2015 | JSOSX vs VUBFX | |
| Fidelity Series Short-Term Credit Fund | 88 | — | Mar 2015 | JSOSX vs FYBTX | |
| Lord Abbett Short Duration Income Fund | 82 | — | Oct 2004 | JSOSX vs LLDYX |
Top Performing JSOSX Alternatives (YTD)
JSOSX is at 1.55% YTD. There are 9 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 2.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Strategic Income Fund Class Z | 2.63% | — | Oct 2018 | JSOSX vs FIWDX | |
| Fidelity Advisor Strategic Income Fund Class I | 2.50% | — | Jul 1995 | JSOSX vs FSRIX | |
| Fidelity Advisor Strategic Income Fund Class M | 2.46% | — | Oct 1994 | JSOSX vs FSIAX | |
| Fidelity Advisor Strategic Income Fund Class A | 2.38% | — | Sep 1996 | JSOSX vs FSTAX | |
| Fidelity Advisor Strategic Income Fund Class C | 2.00% | — | Nov 1997 | JSOSX vs FSRCX |
Lowest Volatility Alternatives to JSOSX
JSOSX has 0.68% 1-year volatility. There is 1 mutual fund in the Total Bond Market category with lower 1-year volatility, going as low as 0.60%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.60% | — | Feb 2015 | JSOSX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.80% | 15.70B | Feb 2015 | JSOSX vs VUBFX | |
| Fidelity Flex Conservative Income Bond Fund | 1.26% | — | May 2018 | JSOSX vs FJTDX | |
| Fidelity Advisor Short-Term Bond Fund Class C | 1.82% | — | Jul 2016 | JSOSX vs FANCX | |
| Fidelity Advisor Short-Term Bond Fund Class M | 1.85% | — | Jul 2016 | JSOSX vs FBNTX |
Lowest Drawdown Alternatives to JSOSX
JSOSX has a 1-year max drawdown of -0.26%. There are 2 mutual funds in the Total Bond Market category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Conservative Income Bond Fund | -0.10% | — | May 2018 | JSOSX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.25% | — | Feb 2015 | JSOSX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | 15.70B | Feb 2015 | JSOSX vs VUBFX | |
| Fidelity Short-Term Bond Fund | -1.17% | — | Sep 1986 | JSOSX vs FSHBX | |
| Fidelity Advisor Short-Term Bond Fund Class C | -1.18% | — | Jul 2016 | JSOSX vs FANCX |
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 | 10 | 2.72% | — | Nov 2010 | JSOSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 10 | 2.58% | — | Feb 1992 | JSOSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 10 | 2.45% | — | Feb 1994 | JSOSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 20 | 3.00% | — | Aug 2018 | JSOSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 84 | 15.51% | — | Jul 1987 | JSOSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.17% | — | Dec 2013 | JSOSX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 85 | 1.24% | — | Jun 2014 | JSOSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 5.18% | — | Sep 1993 | JSOSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 18 | 2.87% | — | Aug 2018 | JSOSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 11 | 2.01% | — | Oct 1999 | JSOSX vs VHIAX |
Often Compared With JSOSX
Investors most often compare JSOSX with FTSM, EGRIX, RBSIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare JSOSX with Any Fund or Stock
Compare JSOSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JSOSX with funds that move differently
JPMorgan Strategic Income Opportunities Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JSOSX.
Explore JSOSX Diversifiers