JPMorgan SmartRetirement Income Fund (JSRSX) 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 JSRSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JSRSX
JSRSX charges 0.22% annually. There are 187 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 2040 Fund | 0.01% | — | Feb 2001 | JSRSX vs PTDIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | JSRSX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JSRSX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | JSRSX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | JSRSX vs LTIUX |
Best Risk-Adjusted Alternatives to JSRSX
JSRSX has a PortfoliosLab risk / return rank of 52. There are 552 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | JSRSX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | JSRSX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | JSRSX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | JSRSX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | JSRSX vs FRAMX |
Top Performing JSRSX Alternatives (YTD)
JSRSX is at 4.81% YTD. There are 582 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 | JSRSX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | JSRSX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | JSRSX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | JSRSX vs FIRVX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | JSRSX vs FWLSX |
Lowest Volatility Alternatives to JSRSX
JSRSX has 6.40% 1-year volatility. There are 123 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 | JSRSX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | JSRSX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | JSRSX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | JSRSX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | JSRSX vs FIKFX |
Lowest Drawdown Alternatives to JSRSX
JSRSX has a 1-year max drawdown of -5.14%. There are 152 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 | JSRSX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | JSRSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JSRSX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | JSRSX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | JSRSX vs FRHMX |
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 | 13 | 5.06% | — | Nov 2010 | JSRSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 4.91% | — | Feb 1992 | JSRSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 12 | 4.78% | — | Feb 1994 | JSRSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 18 | 3.00% | — | Aug 2018 | JSRSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 82 | 15.35% | — | Jul 1987 | JSRSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 15 | -0.75% | — | Dec 2013 | JSRSX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 86 | 1.48% | — | Jun 2014 | JSRSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 23 | 6.03% | — | Sep 1993 | JSRSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 17 | 2.94% | — | Aug 2018 | JSRSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 13 | 4.07% | — | Oct 1999 | JSRSX vs VHIAX |
Often Compared With JSRSX
Investors most often compare JSRSX with PLWIX, PPLIX, FCTKX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare JSRSX with Any Fund or Stock
Compare JSRSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JSRSX with funds that move differently
JPMorgan SmartRetirement Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JSRSX.
Explore JSRSX Diversifiers