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 | PFG JP Morgan Tactical Aggressive Strategy Fund · PFSEX | 64% | 2.27% | Pacific Financial Group, LLC |
| 2 | JPMorgan Investor Growth & Income Fund · ONGFX, ONGIX, ONECX, JFBUX cheaper diff. adviser | 48% | 0.47% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan Investor Growth Fund · ONIFX, ONGAX, OGGCX, JFTUX cheaper diff. adviser | 43% | 0.48% | J.P. Morgan Investment Management, Inc. |
| 4 | JPMorgan Investor Balanced Fund · OIBFX, OGIAX, OGBCX, JFQUX cheaper diff. adviser | 43% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 5 | JPMorgan SmartRetirement 2040 Fund · SMTAX, SMTCX, SMTSX, SMTIX, SMTZX, SMTYX, SMTQX, SMTPX cheaper diff. adviser | 36% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 6 | JPMorgan SmartRetirement 2035 Fund · SRJAX, SRJCX, SRJSX, SRJIX, SRJZX, SRJYX, SRJPX, SRJQX cheaper diff. adviser | 35% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 7 | JPMorgan SmartRetirement 2045 Fund · JSACX, JSASX, JSAIX, JSAAX, JSAZX, JSAYX, JSAPX, JSAQX cheaper diff. adviser | 33% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 8 | JPMorgan SmartRetirement 2030 Fund · JSMAX, JSMCX, JSMSX, JSMIX, JSMZX, JSMYX, JSMNX, JSMQX cheaper diff. adviser | 32% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 9 | JPMorgan Investor Conservative Growth Fund · ONCFX, OICAX, OCGCX, JFLJX cheaper diff. adviser | 31% | 0.43% | J.P. Morgan Investment Management, Inc. |
| 10 | JPMorgan SmartRetirement 2025 Fund · JNSAX, JNSCX, JNSSX, JNSIX, JNSZX, JNSYX, JNSPX, JNSQX cheaper diff. adviser | 31% | 0.35% | J.P. Morgan Investment Management, Inc. |
| 11 | JPMorgan SmartRetirement Income Fund · JSRAX, JSRCX, JSRSX, JSIIX, JSIZX, JSIYX, JSIPX, JSIQX cheaper diff. adviser | 31% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 12 | JPMorgan SmartRetirement 2070 Fund · JAKBX, JAJSX, JAJTX, JAJUX, JAJVX, JAJYX, JAJKX, JAJZX cheaper | 30% | 0.40% | — |
| 13 | JPMorgan SmartRetirement 2050 Fund · JTSAX, JTSCX, JTSSX, JTSIX, JTSZX, JTSYX, JTSPX, JTSQX cheaper diff. adviser | 29% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 14 | JPMorgan SmartRetirement 2055 Fund · JFFAX, JFFCX, JFFSX, JFFRX, JFFIX, JFFYX, JFFPX, JFFQX cheaper diff. adviser | 29% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 15 | JPMorgan SmartRetirement 2060 Fund · JAKAX, JAKCX, JAKSX, JAKIX, JAKZX, JAKPX, JAKQX, JAKYX cheaper diff. adviser | 29% | 0.39% | J.P. Morgan Investment Management, Inc. |
| 16 | JPMorgan SmartRetirement 2065 Fund · JSMOX, JSMHX, JSMJX, JSMKX, JSMPX, JSMLX, JSMEX, JSMMX cheaper diff. adviser | 29% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 17 | JPMorgan SmartRetirement Blend 2035 Fund · JPSRX, JPRRX, JPBRX, JPYRX, JPTKX, JPTLX cheaper diff. adviser | 17% | 0.17% | J.P. Morgan Investment Management, Inc. |
| 18 | JPMorgan SmartRetirement Blend 2040 Fund · JOBEX, JOBRX, JOBBX, JOBYX, JNTEX, JNTNX cheaper diff. adviser | 17% | 0.17% | J.P. Morgan Investment Management, Inc. |
| 19 | LVIP JPMorgan Retirement Income Fund cheaper diff. adviser | 16% | 0.67% | Lincoln Financial Investments Corporation |
| 20 | JPMorgan SmartRetirement Blend Income Fund · JIJSX, JIRBX, JIBBX, JIYBX, JITLX, JITKX cheaper diff. adviser | 14% | 0.17% | J.P. Morgan Investment Management, Inc. |
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