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 Investor Growth & Income Fund · ONGFX, ONGIX, ONECX, JFBUX cheaper | 78% | 0.47% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan Investor Balanced Fund · OIBFX, OGIAX, OGBCX, JFQUX cheaper | 63% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan SmartRetirement 2030 Fund · JSMAX, JSMCX, JSMSX, JSMIX, JSMZX, JSMYX, JSMNX, JSMQX cheaper | 50% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 4 | JPMorgan SmartRetirement 2035 Fund · SRJAX, SRJCX, SRJSX, SRJIX, SRJZX, SRJYX, SRJPX, SRJQX cheaper | 49% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 5 | PFG JP Morgan Tactical Aggressive Strategy Fund · PFSEX diff. adviser | 49% | 2.27% | Pacific Financial Group, LLC |
| 6 | JPMorgan SmartRetirement 2040 Fund · SMTAX, SMTCX, SMTSX, SMTIX, SMTZX, SMTYX, SMTQX, SMTPX cheaper | 49% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 7 | JPMorgan SmartRetirement 2045 Fund · JSACX, JSASX, JSAIX, JSAAX, JSAZX, JSAYX, JSAPX, JSAQX cheaper | 49% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 8 | JPMorgan SmartRetirement 2050 Fund · JTSAX, JTSCX, JTSSX, JTSIX, JTSZX, JTSYX, JTSPX, JTSQX cheaper | 48% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 9 | JPMorgan SmartRetirement 2055 Fund · JFFAX, JFFCX, JFFSX, JFFRX, JFFIX, JFFYX, JFFPX, JFFQX cheaper | 48% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 10 | JPMorgan SmartRetirement 2065 Fund · JSMOX, JSMHX, JSMJX, JSMKX, JSMPX, JSMLX, JSMEX, JSMMX cheaper | 48% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 11 | JPMorgan SmartRetirement 2070 Fund · JAKBX, JAJSX, JAJTX, JAJUX, JAJVX, JAJYX, JAJKX, JAJZX cheaper | 48% | 0.40% | — |
| 12 | JPMorgan SmartRetirement 2060 Fund · JAKAX, JAKCX, JAKSX, JAKIX, JAKZX, JAKPX, JAKQX, JAKYX cheaper | 48% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 13 | JPMorgan SmartRetirement 2025 Fund · JNSAX, JNSCX, JNSSX, JNSIX, JNSZX, JNSYX, JNSPX, JNSQX cheaper | 44% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 14 | PFG JP Morgan Tactical Moderate Strategy Fund · PFJDX diff. adviser | 43% | 2.23% | Pacific Financial Group, LLC |
| 15 | JPMorgan SmartRetirement Income Fund · JSRAX, JSRCX, JSRSX, JSIIX, JSIZX, JSIYX, JSIPX, JSIQX cheaper | 43% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 16 | JPMorgan Investor Conservative Growth Fund · ONCFX, OICAX, OCGCX, JFLJX cheaper | 42% | 0.43% | J.P. Morgan Investment Management, Inc. |
| 17 | LVIP JPMorgan Retirement Income Fund diff. adviser | 26% | 0.67% | Lincoln Financial Investments Corporation |
| 18 | JPMorgan Diversified Fund · JDVSX, JPDVX, JDVAX, JDVCX, JDVZX | 12% | 0.58% | J.P. Morgan Investment Management, Inc. |
| 19 | JPMorgan SmartRetirement Blend 2040 Fund · JOBEX, JOBRX, JOBBX, JOBYX, JNTEX, JNTNX cheaper | 12% | 0.17% | J.P. Morgan Investment Management, Inc. |
| 20 | JPMorgan SmartRetirement Blend 2045 Fund · JMSSX, JNARX, JMBRX, JMYAX, JNTOX, JNTLX cheaper | 10% | 0.17% | J.P. Morgan Investment Management, Inc. |
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