Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | JPMorgan SmartRetirement Blend Income Fund · JIJSX, JIRBX, JIBBX, JIYBX, JITLX, JITKX | 87% | 0.17% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan SmartRetirement Blend 2030 Fund · JRBEX, JRBRX, JRBBX, JRBYX, JUTPX, JUTUX | 80% | 0.17% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan SmartRetirement Blend 2035 Fund · JPSRX, JPRRX, JPBRX, JPYRX, JPTKX, JPTLX | 63% | 0.17% | J.P. Morgan Investment Management, Inc. |
| 4 | JPMorgan SmartRetirement Blend 2040 Fund · JOBEX, JOBRX, JOBBX, JOBYX, JNTEX, JNTNX | 57% | 0.17% | J.P. Morgan Investment Management, Inc. |
| 5 | JPMorgan SmartRetirement Blend 2045 Fund · JMSSX, JNARX, JMBRX, JMYAX, JNTOX, JNTLX | 55% | 0.17% | J.P. Morgan Investment Management, Inc. |
| 6 | JPMorgan SmartRetirement Blend 2050 Fund · JNEAX, JNNRX, JNABX, JNYAX, JNTKX, JNTPX | 50% | 0.17% | J.P. Morgan Investment Management, Inc. |
| 7 | JPMorgan SmartRetirement Blend 2065 Fund · JSBSX, JSBZX, JSBPX, JSBQX, JSMDX, JSBYX | 50% | 0.17% | J.P. Morgan Investment Management, Inc. |
| 8 | JPMorgan SmartRetirement Blend 2055 Fund · JPTBX, JTRBX, JTBBX, JTYBX, JTTUX, JTTLX | 50% | 0.17% | J.P. Morgan Investment Management, Inc. |
| 9 | JPMorgan SmartRetirement Blend 2060 Fund · JACSX, JATPX, JAABX, JAAYX, JATQX, JATUX | 50% | 0.17% | J.P. Morgan Investment Management, Inc. |
| 10 | JPMorgan SmartRetirement Blend 2070 Fund · JAKDX, JAKHX, JAKJX, JAKEX, JAKFX, JAKGX | 45% | 0.17% | — |
| 11 | LVIP JPMorgan Retirement Income Fund diff. adviser | 31% | 0.67% | Lincoln Financial Investments Corporation |
| 12 | JPMorgan SmartRetirement Income Fund · JSRAX, JSRCX, JSRSX, JSIIX, JSIZX, JSIYX, JSIPX, JSIQX | 30% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 13 | JPMorgan SmartRetirement 2025 Fund · JNSAX, JNSCX, JNSSX, JNSIX, JNSZX, JNSYX, JNSPX, JNSQX | 29% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 14 | JPMorgan SmartRetirement 2030 Fund · JSMAX, JSMCX, JSMSX, JSMIX, JSMZX, JSMYX, JSMNX, JSMQX | 24% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 15 | JPMorgan SmartRetirement 2035 Fund · SRJAX, SRJCX, SRJSX, SRJIX, SRJZX, SRJYX, SRJPX, SRJQX | 22% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 16 | JPMorgan SmartRetirement 2040 Fund · SMTAX, SMTCX, SMTSX, SMTIX, SMTZX, SMTYX, SMTQX, SMTPX | 21% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 17 | JPMorgan SmartRetirement 2045 Fund · JSACX, JSASX, JSAIX, JSAAX, JSAZX, JSAYX, JSAPX, JSAQX | 18% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 18 | JPMorgan Investor Balanced Fund · OIBFX, OGIAX, OGBCX, JFQUX | 16% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 19 | JPMorgan Investor Conservative Growth Fund · ONCFX, OICAX, OCGCX, JFLJX | 16% | 0.43% | J.P. Morgan Investment Management, Inc. |
| 20 | JPMorgan SmartRetirement 2060 Fund · JAKAX, JAKCX, JAKSX, JAKIX, JAKZX, JAKPX, JAKQX, JAKYX | 14% | 0.39% | J.P. Morgan Investment Management, Inc. |
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