JPMorgan SmartRetirement 2050 Fund (JTSSX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to JTSSX

JTSSX charges 0.25% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among JTSSX alternatives.

Symbol	Name	Expense Ratio	Inception
LTIUX	Principal LifeTime 2035 Fund	0.01%	Feb 28, 2008	JTSSX vs LTIUX
PMTIX	Principal LifeTime 2030 Fund	0.01%	Feb 28, 2001	JTSSX vs PMTIX
JLKYX	John Hancock Funds Multi-Index 2055 Lifetime Portf...	0.01%	Mar 25, 2014	JTSSX vs JLKYX
LTRIX	Principal LifeTime 2045 Fund	0.01%	Feb 28, 2008	JTSSX vs LTRIX
FCQTX	American Funds 2065 Target Date Retirement Fund	0.01%	Mar 26, 2020	JTSSX vs FCQTX

Best Risk-Adjusted Alternatives to JTSSX

Among mutual funds in the Target Retirement Date 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
URINX	USAA Target Retirement Income Fund	86	Jul 30, 2008	JTSSX vs URINX
PADLX	Putnam Retirement Advantage Maturity Fund	86	Dec 30, 2019	JTSSX vs PADLX
FYTKX	Fidelity Freedom Income Fund Class K6	84	Oct 17, 1996	JTSSX vs FYTKX
SSFNX	State Street Target Retirement Fund	84	Sep 29, 2014	JTSSX vs SSFNX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	84	Aug 1, 2019	JTSSX vs FRHMX

Top Performing JTSSX Alternatives (YTD)

JTSSX alternatives from the Target Retirement Date category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
PDAHX	Prudential Day One Income Fund	0.08%	Dec 12, 2016	JTSSX vs PDAHX
SSFNX	State Street Target Retirement Fund	-0.35%	Sep 29, 2014	JTSSX vs SSFNX
TDIFX	Dimensional Retirement Income Fund	-0.37%	Nov 1, 2015	JTSSX vs TDIFX
PDDDX	Prudential Day One 2020 Fund	-0.38%	Dec 12, 2016	JTSSX vs PDDDX
FYTKX	Fidelity Freedom Income Fund Class K6	-0.40%	Oct 17, 1996	JTSSX vs FYTKX

Lowest Volatility Alternatives to JTSSX

JTSSX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
TDIFX	Dimensional Retirement Income Fund	4.31%	Nov 1, 2015	JTSSX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.34%	Oct 2, 2009	JTSSX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.35%	Oct 2, 2009	JTSSX vs FFGZX
FRKMX	Fidelity Managed Retirement Income Fund Class K	4.58%	Aug 1, 2019	JTSSX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	4.59%	Aug 30, 2007	JTSSX vs FRAMX

Lowest Drawdown Alternatives to JTSSX

JTSSX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
TDIFX	Dimensional Retirement Income Fund	-2.84%	Nov 1, 2015	JTSSX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	Oct 2, 2009	JTSSX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	Oct 2, 2009	JTSSX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	Aug 1, 2019	JTSSX vs FRQHX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	-3.42%	Aug 1, 2019	JTSSX vs FRHMX

Other Mutual Funds from JPMorgan

Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	18	-11.56%	Nov 30, 2010	JTSSX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	17	-11.61%	Feb 28, 1992	JTSSX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	17	-11.67%	Feb 28, 1992	JTSSX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income	20	-2.35%	Aug 31, 2018	JTSSX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	43	-0.27%	Jul 2, 1987	JTSSX vs OIEJX
JHEQX	JPMorgan Hedged Equity Fund Class I	Hedge Fund	28	-5.65%	Dec 13, 2013	JTSSX vs JHEQX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	22	-10.33%	Sep 17, 1993	JTSSX vs JUEMX
JMSIX	JPMorgan Income Fund	Multisector Bonds	96	-0.29%	Jun 1, 2014	JTSSX vs JMSIX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	19	-2.40%	Aug 31, 2018	JTSSX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	23	-12.06%	Oct 29, 1999	JTSSX vs VHIAX

Often Compared With JTSSX

What investors most often compare with JTSSX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	46	-6.75%	Nov 13, 2000	JTSSX vs VTSAX
FXAIX	Fidelity 500 Index Fund	S&P 500	46	-7.05%	Feb 17, 1988	JTSSX vs FXAIX
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	69	-5.93%	Mar 10, 1999	JTSSX vs QQQ
BNDX	Vanguard Total International Bond ETF	Global Bonds	46	-0.13%	May 31, 2013	JTSSX vs BNDX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	Large Cap Growth Equities	64	-4.69%	Feb 7, 2019	JTSSX vs VTWAX
FRQKX	Fidelity Managed Retirement 2010 Fund Class K	Target Retirement Date	83	-0.48%	Aug 1, 2019	JTSSX vs FRQKX
PPLIX	Principal LifeTime 2050 Fund	Target Retirement Date	39	-5.09%	Feb 28, 2001	JTSSX vs PPLIX

Compare JTSSX with Any Fund or Stock

Compare JTSSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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JPMorgan SmartRetirement 2050 Fund

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