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 218 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 | SRJSX vs PLTZX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | SRJSX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | SRJSX vs PPLIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | SRJSX vs PTDIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | SRJSX vs PLWIX |
Best Risk-Adjusted Alternatives to SRJSX
SRJSX has a PortfoliosLab risk / return rank of 46. There are 601 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 | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | SRJSX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | SRJSX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | SRJSX vs FRHMX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | SRJSX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | SRJSX vs FRAMX |
Top Performing SRJSX Alternatives (YTD)
SRJSX is at 7.34% YTD. There are 418 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 | SRJSX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | SRJSX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | SRJSX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | SRJSX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | SRJSX vs FVTKX |
Lowest Volatility Alternatives to SRJSX
SRJSX has 9.52% 1-year volatility. There are 279 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 | SRJSX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | SRJSX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | SRJSX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | SRJSX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | SRJSX vs FIKFX |
Lowest Drawdown Alternatives to SRJSX
SRJSX has a 1-year max drawdown of -7.24%. There are 302 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 Income Fund Investor Class | -3.32% | — | Oct 2009 | SRJSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | SRJSX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | SRJSX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | SRJSX vs FRKMX |
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 | 12 | 4.73% | — | Nov 2010 | SRJSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 4.58% | — | Feb 1992 | SRJSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 4.46% | — | Feb 1994 | SRJSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 18 | 2.85% | — | Aug 2018 | SRJSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 84 | 15.02% | — | Jul 1987 | SRJSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 15 | -1.06% | — | Dec 2013 | SRJSX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 86 | 1.48% | — | Jun 2014 | SRJSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 24 | 5.58% | — | Sep 1993 | SRJSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 17 | 2.80% | — | Aug 2018 | SRJSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 13 | 4.07% | — | Oct 1999 | SRJSX vs VHIAX |
Often Compared With SRJSX
Investors most often compare SRJSX with DRILX, FFSZX, LTFIX. 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