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 189 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 2060 Fund | 0.01% | — | Feb 2013 | JSRSX vs PLTZX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | JSRSX vs PLWIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | JSRSX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | JSRSX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | JSRSX vs FCQTX |
Best Risk-Adjusted Alternatives to JSRSX
JSRSX has a PortfoliosLab risk / return rank of 48. There are 586 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | JSRSX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | JSRSX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | JSRSX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | JSRSX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | JSRSX vs URTRX |
Top Performing JSRSX Alternatives (YTD)
JSRSX is at 4.08% YTD. There are 587 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | JSRSX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | JSRSX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | JSRSX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | JSRSX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | JSRSX vs FDFPX |
Lowest Volatility Alternatives to JSRSX
JSRSX has 6.55% 1-year volatility. There are 108 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | JSRSX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | JSRSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | JSRSX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | JSRSX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | JSRSX vs DRIQX |
Lowest Drawdown Alternatives to JSRSX
JSRSX has a 1-year max drawdown of -5.14%. There are 131 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | JSRSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JSRSX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | JSRSX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | JSRSX vs PRMYX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.
Often Compared With JSRSX
Investors most often compare JSRSX with FRKMX, DRILX, LTRIX. 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