JPMorgan Strategic Income Opportunities Fund Class I (JSOSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JSOSX
JSOSX charges 0.77% annually. Among mutual funds in the Total Bond Market category, these options have the lowest expense ratios among JSOSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Bond Market II Index Fund | 0.02% | — | JSOSX vs VTBNX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | JSOSX vs FXNAX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | Feb 5, 2010 | JSOSX vs VBMPX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | Oct 18, 2017 | JSOSX vs FNSOX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.04% | Sep 18, 1995 | JSOSX vs VBTIX |
Best Risk-Adjusted Alternatives to JSOSX
Among mutual funds in the Total Bond Market category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 100 | Feb 24, 2015 | JSOSX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 100 | Feb 24, 2015 | JSOSX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 100 | Mar 3, 2011 | JSOSX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 100 | May 31, 2018 | JSOSX vs FJTDX | |
| Fidelity Series Short-Term Credit Fund | 95 | Mar 27, 2015 | JSOSX vs FYBTX |
Top Performing JSOSX Alternatives (YTD)
JSOSX alternatives from the Total Bond Market category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.61% | Feb 24, 2015 | JSOSX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.59% | Feb 24, 2015 | JSOSX vs VUBFX | |
| Fidelity Flex Conservative Income Bond Fund | 0.55% | May 31, 2018 | JSOSX vs FJTDX | |
| Fidelity Conservative Income Bond Institutional Cl... | 0.52% | Mar 3, 2011 | JSOSX vs FCNVX | |
| Vanguard Mortgage-Backed Securities Index Fund Ins... | 0.25% | Oct 31, 2013 | JSOSX vs VMBIX |
Lowest Volatility Alternatives to JSOSX
JSOSX alternatives from the Total Bond Market category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.67% | Feb 24, 2015 | JSOSX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.84% | Feb 24, 2015 | JSOSX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 1.28% | Mar 3, 2011 | JSOSX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 1.35% | May 31, 2018 | JSOSX vs FJTDX | |
| Fidelity Advisor Short-Term Bond Fund Class C | 1.93% | Jul 12, 2016 | JSOSX vs FANCX |
Lowest Drawdown Alternatives to JSOSX
JSOSX alternatives from the Total Bond Market category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.20% | Mar 3, 2011 | JSOSX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | -0.30% | May 31, 2018 | JSOSX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | Feb 24, 2015 | JSOSX vs VUBFX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.35% | Feb 24, 2015 | JSOSX vs VUSFX | |
| Fidelity Short-Term Bond Fund | -1.17% | Sep 15, 1986 | JSOSX vs FSHBX |
Other Mutual Funds from JPMorgan
Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | -11.56% | Nov 30, 2010 | JSOSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | JSOSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | JSOSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | JSOSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | JSOSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | JSOSX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | JSOSX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | JSOSX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | JSOSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | JSOSX vs VHIAX |
Often Compared With JSOSX
What investors most often compare with JSOSX, 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.