JPMorgan SmartRetirement 2035 Fund (SRJSX) 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 SRJSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SRJSX
SRJSX 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 | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | SRJSX vs JIEHX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | SRJSX vs PLWIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | SRJSX vs LTIUX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | SRJSX vs PTDIX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | SRJSX vs JRLVX |
Best Risk-Adjusted Alternatives to SRJSX
SRJSX has a PortfoliosLab risk / return rank of 46. There are 604 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 | SRJSX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | SRJSX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | SRJSX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | SRJSX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | SRJSX vs URTRX |
Top Performing SRJSX Alternatives (YTD)
SRJSX is at 6.50% YTD. There are 422 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 | SRJSX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | SRJSX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | SRJSX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | SRJSX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | SRJSX vs FDFPX |
Lowest Volatility Alternatives to SRJSX
SRJSX has 9.74% 1-year volatility. There are 256 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 | SRJSX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | SRJSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | SRJSX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | SRJSX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | SRJSX vs DRIQX |
Lowest Drawdown Alternatives to SRJSX
SRJSX has a 1-year max drawdown of -7.24%. There are 282 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 | SRJSX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | SRJSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | SRJSX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | SRJSX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | SRJSX 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 SRJSX
Investors most often compare SRJSX with LPVIX, FVTKX, PLTZX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare SRJSX with Any Fund or Stock
Compare SRJSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SRJSX with funds that move differently
JPMorgan SmartRetirement 2035 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SRJSX.
Explore SRJSX Diversifiers