JPTBX : JPMorgan SmartRetirement® Blend 2055 Fund Class I

JPTBX is a Allocation Market Target-Date with MODERATE fees.

JPTBX

JPMorgan SmartRetirement® Blend 2055 Fund Class I

FI Score

53 /100

Expense Ratio Rating

6 /10

Expense Rating

6 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

Different Funds

We found 9,682 Allocation Target-Date funds. Here they are ordered by FI Score.

Compare JPTBX vs SCPZX

67% FI Score
  • scpzx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Carillon Reams Core Plus Bond Fund Class I

Expenses: 0.40% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare JPTBX vs SGTIX

67% FI Score
  • sgtix
  • Mutual Fund
  • Bond
  • Municipal Bond

Wells Fargo California Tax-Free Fund - Class Inst

Expenses: 0.48% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare JPTBX vs SHMMX

67% FI Score
  • shmmx
  • Mutual Fund
  • Bond
  • Municipal Bond

Western Asset Managed Municipals Fund Class A

Expenses: 0.66% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare JPTBX vs TCILX

67% FI Score
  • tcilx
  • Mutual Fund
  • Bond
  • Government Bond

TIAA-CREF Inflation-Linked Bond Fund Retail Class

Expenses: 0.55% (Better than 1% of similar funds)

This is an OK choice for a Government Bond Bond fund. See why »

Compare JPTBX vs TCLCX

67% FI Score
  • tclcx
  • Mutual Fund
  • US Stocks
  • Large Value

TIAA-CREF Large-Cap Value Fund Retail Class

Expenses: 0.70% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why »

Compare JPTBX vs TDTF

67% FI Score
  • tdtf
  • ETF
  • Bond
  • Government Bond

FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

Expenses: 0.18% (Better than 1% of similar funds)

This is an OK choice for a Government Bond Bond fund. See why »

Compare JPTBX vs USSTX

67% FI Score
  • usstx
  • Mutual Fund
  • Bond
  • Municipal Bond

USAA Tax Exempt Short-Term Fund

Expenses: 0.52% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare JPTBX vs MRBFX

67% FI Score
  • mrbfx
  • Mutual Fund
  • Bond
  • Total US Bond Market

MFS Total Return Bond Fund Class A

Expenses: 0.69% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare JPTBX vs AGZ

67% FI Score
  • agz
  • ETF
  • Bond
  • Government Bond

iShares Agency Bond ETF

Expenses: 0.20% (Better than 1% of similar funds)

This is an OK choice for a Government Bond Bond fund. See why »

Compare JPTBX vs ALFAX

67% FI Score
  • alfax
  • Mutual Fund
  • US Stocks
  • Small Growth

Lord Abbett Alpha Strategy Fund Class A

Expenses: 0.44% (Better than 1% of similar funds)

This is an OK choice for a Small Growth US Stocks fund. See why »

Compare JPTBX vs AMOMX

67% FI Score
  • amomx
  • Mutual Fund
  • US Stocks
  • Large Growth

AQR Large Cap Momentum Style Fund Class I

Expenses: 0.40% (Better than 1% of similar funds)

This is an OK choice for a Large Growth US Stocks fund. See why »

Compare JPTBX vs AMUSX

67% FI Score
  • amusx
  • Mutual Fund
  • Bond
  • Government Bond

American Funds U.S. Government Securities Fund® Class A

Expenses: 0.66% (Better than 1% of similar funds)

This is an OK choice for a Government Bond Bond fund. See why »

Compare JPTBX vs IBMJ

67% FI Score
  • ibmj
  • ETF
  • Bond
  • Municipal Bond

iShares iBonds Dec 2021 Term Muni Bond ETF

Expenses: 0.18% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare JPTBX vs JSCOX

67% FI Score
  • jscox
  • Mutual Fund
  • US Stocks
  • Small Value

Janus Henderson Small Cap Value Fund Class I

Expenses: 0.79% (Better than 1% of similar funds)

This is an OK choice for a Small Value US Stocks fund. See why »

Compare JPTBX vs BGESX

67% FI Score
  • bgesx
  • Mutual Fund
  • International Stocks
  • Large Growth

Baillie Gifford International Growth Fund Class I

Expenses: 0.65% (Better than 1% of similar funds)

This is an OK choice for a Large Growth International Stocks fund. See why »

Compare JPTBX vs BIAEX

67% FI Score
  • biaex
  • Mutual Fund
  • Bond
  • Municipal Bond

Brown Advisory Tax Exempt Bond Fund Investor Shares

Expenses: 0.48% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare JPTBX vs CAPEX

67% FI Score
  • capex
  • Mutual Fund
  • US Stocks
  • Large Growth

Eaton Vance Tax-Managed Growth 1.0 Fund

Expenses: 0.47% (Better than 1% of similar funds)

This is an OK choice for a Large Growth US Stocks fund. See why »

Compare JPTBX vs MPFIX

67% FI Score
  • mpfix
  • Mutual Fund
  • Bond
  • Total US Bond Market

Morgan Stanley Institutional Fund Trust Core Plus Fixed Income Portfolio Class Institutional

Expenses: 0.41% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare JPTBX vs MALMX

67% FI Score
  • malmx
  • Mutual Fund
  • Bond
  • Municipal Bond

BlackRock Short-Term Municipal Fund Institutional Shares

Expenses: 0.36% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare JPTBX vs DRMBX

67% FI Score
  • drmbx
  • Mutual Fund
  • Bond
  • Municipal Bond

BNY Mellon AMT-Free Municipal Bond Fund - Class Z

Expenses: 0.47% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

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