JPMorgan SmartRetirement 2050 Fund (JTSSX) 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 JTSSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JTSSX
JTSSX charges 0.25% annually. There are 220 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 2055 Fund | 0.01% | — | Feb 2008 | JTSSX vs LTFIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | JTSSX vs LTSTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | JTSSX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | JTSSX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | JTSSX vs PLWIX |
Best Risk-Adjusted Alternatives to JTSSX
JTSSX has a PortfoliosLab risk / return rank of 49. There are 576 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 | JTSSX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | JTSSX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | JTSSX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | JTSSX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | JTSSX vs URTRX |
Top Performing JTSSX Alternatives (YTD)
JTSSX is at 8.69% YTD. There are 283 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 | JTSSX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | JTSSX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | JTSSX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | JTSSX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | JTSSX vs FQLSX |
Lowest Volatility Alternatives to JTSSX
JTSSX has 12.59% 1-year volatility. There are 418 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 | JTSSX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | JTSSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | JTSSX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | JTSSX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | JTSSX vs DRIQX |
Lowest Drawdown Alternatives to JTSSX
JTSSX has a 1-year max drawdown of -9.12%. There are 475 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 | JTSSX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | JTSSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | JTSSX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | JTSSX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | JTSSX 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 JTSSX
Investors most often compare JTSSX with VTSAX, FXAIX, QQQ. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare JTSSX with Any Fund or Stock
Compare JTSSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JTSSX with funds that move differently
JPMorgan SmartRetirement 2050 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JTSSX.
Explore JTSSX Diversifiers