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 Income Fund · JSRAX, JSRCX, JSRSX, JSIIX, JSIZX, JSIYX, JSIPX, JSIQX cheaper | 98% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan SmartRetirement 2030 Fund · JSMAX, JSMCX, JSMSX, JSMIX, JSMZX, JSMYX, JSMNX, JSMQX | 88% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 3 | LVIP JPMorgan Retirement Income Fund diff. adviser | 67% | 0.67% | Lincoln Financial Investments Corporation |
| 4 | JPMorgan Investor Conservative Growth Fund · ONCFX, OICAX, OCGCX, JFLJX | 64% | 0.43% | J.P. Morgan Investment Management, Inc. |
| 5 | JPMorgan Investor Balanced Fund · OIBFX, OGIAX, OGBCX, JFQUX | 64% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 6 | JPMorgan SmartRetirement 2035 Fund · SRJAX, SRJCX, SRJSX, SRJIX, SRJZX, SRJYX, SRJPX, SRJQX | 64% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 7 | JPMorgan SmartRetirement 2040 Fund · SMTAX, SMTCX, SMTSX, SMTIX, SMTZX, SMTYX, SMTQX, SMTPX | 62% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 8 | JPMorgan Investor Growth & Income Fund · ONGFX, ONGIX, ONECX, JFBUX | 58% | 0.47% | J.P. Morgan Investment Management, Inc. |
| 9 | JPMorgan SmartRetirement 2045 Fund · JSACX, JSASX, JSAIX, JSAAX, JSAZX, JSAYX, JSAPX, JSAQX | 57% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 10 | JPMorgan SmartRetirement 2055 Fund · JFFAX, JFFCX, JFFSX, JFFRX, JFFIX, JFFYX, JFFPX, JFFQX | 52% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 11 | JPMorgan SmartRetirement 2060 Fund · JAKAX, JAKCX, JAKSX, JAKIX, JAKZX, JAKPX, JAKQX, JAKYX | 51% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 12 | JPMorgan SmartRetirement 2050 Fund · JTSAX, JTSCX, JTSSX, JTSIX, JTSZX, JTSYX, JTSPX, JTSQX | 51% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 13 | JPMorgan SmartRetirement 2065 Fund · JSMOX, JSMHX, JSMJX, JSMKX, JSMPX, JSMLX, JSMEX, JSMMX | 51% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 14 | JPMorgan SmartRetirement 2070 Fund · JAKBX, JAJSX, JAJTX, JAJUX, JAJVX, JAJYX, JAJKX, JAJZX | 48% | 0.40% | — |
| 15 | JPMorgan Investor Growth Fund · ONIFX, ONGAX, OGGCX, JFTUX | 44% | 0.48% | J.P. Morgan Investment Management, Inc. |
| 16 | PFG JP Morgan Tactical Moderate Strategy Fund · PFJDX diff. adviser | 31% | 2.23% | Pacific Financial Group, LLC |
| 17 | JPMorgan SmartRetirement Blend Income Fund · JIJSX, JIRBX, JIBBX, JIYBX, JITLX, JITKX cheaper | 30% | 0.17% | J.P. Morgan Investment Management, Inc. |
| 18 | JPMorgan SmartRetirement Blend 2025 Fund · JBSSX, JBRSX, JBBSX, JBYSX, JBTUX, JBTBX cheaper | 29% | 0.17% | J.P. Morgan Investment Management, Inc. |
| 19 | JPMorgan SmartRetirement Blend 2040 Fund · JOBEX, JOBRX, JOBBX, JOBYX, JNTEX, JNTNX cheaper | 25% | 0.17% | J.P. Morgan Investment Management, Inc. |
| 20 | JPMorgan SmartRetirement Blend 2030 Fund · JRBEX, JRBRX, JRBBX, JRBYX, JUTPX, JUTUX cheaper | 24% | 0.17% | J.P. Morgan Investment Management, Inc. |
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