JTTAX : JPMorgan SmartRetirement® 2020 Fund Class A

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

JTTAX

JPMorgan SmartRetirement® 2020 Fund Class A

FI Score

68 /100

Expense Ratio Rating

6 /10

Expense Rating

6 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

Different Funds

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

Compare JTTAX vs EGRCX

32% FI Score
  • egrcx
  • Mutual Fund
  • Bond
  • High Yield Bond

Eaton Vance Global Macro Absolute Return Advantage Fund Class C

Expenses: 2.29% (Better than 0% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why »

Compare JTTAX vs PHICX

32% FI Score
  • phicx
  • Mutual Fund
  • Bond
  • Municipal Bond

PGIM Muni High Income Fund-Class C

Expenses: 1.60% (Better than 0% of similar funds)

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

Compare JTTAX vs MWFRX

32% FI Score
  • mwfrx
  • Mutual Fund
  • Bond
  • High Yield Bond

Metropolitan West Floating Rate Income Fund Class M

Expenses: 0.90% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why »

Compare JTTAX vs MYLVX

32% FI Score
  • mylvx
  • Mutual Fund
  • US Stocks
  • Large Value

Madison Large Cap Value Fund Class Y

Expenses: 0.91% (Better than 1% of similar funds)

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

Compare JTTAX vs DTUS

31% FI Score
  • dtus
  • ETF
  • Alternative
  • Inverse

iPath US Treasury 2-year Bear ETN

Expenses: 0.75% (Better than 1% of similar funds)

This is a bad choice for a Inverse Alternative fund. See why »

Compare JTTAX vs DVLCX

31% FI Score
  • dvlcx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

BNY Mellon Opportunistic Midcap Value Fund Class C

Expenses: 1.91% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why »

Compare JTTAX vs ECCGX

31% FI Score
  • eccgx
  • Mutual Fund
  • International Stocks
  • China Stock

Eaton Vance Greater China Growth Fund Class C

Expenses: 2.53% (Better than 0% of similar funds)

This is a bad choice for a China Stock International Stocks fund. See why »

Compare JTTAX vs EMACX

31% FI Score
  • emacx
  • Mutual Fund
  • Alternatives
  • Short

Gabelli Enterprise Mergers and Acquisitions Fund Class C

Expenses: 2.25% (Better than 0% of similar funds)

This is a bad choice for a Short Alternatives fund. See why »

Compare JTTAX vs ESMAX

31% FI Score
  • esmax
  • Mutual Fund
  • International Stocks
  • Europe Stock

Invesco European Small Company Fund Class A

Expenses: 1.42% (Better than 0% of similar funds)

This is a bad choice for a Europe Stock International Stocks fund. See why »

Compare JTTAX vs ETIDX

31% FI Score
  • etidx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Eventide Dividend Opportunities Fund Class I Shares

Expenses: 0.95% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why »

Compare JTTAX vs ETMBX

31% FI Score
  • etmbx
  • Mutual Fund
  • Bond
  • Municipal Bond

Eaton Vance AMT-Free Municipal Income Fund Class A

Expenses: 1.04% (Better than 0% of similar funds)

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

Compare JTTAX vs EZNAX

31% FI Score
  • eznax
  • Mutual Fund
  • Bond
  • Municipal Bond

Eaton Vance National Limited Maturity Municipal Income Fund Class C

Expenses: 1.41% (Better than 0% of similar funds)

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

Compare JTTAX vs FARNX

31% FI Score
  • farnx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Fidelity® Event Driven Opportunities Fund

Expenses: 1.03% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why »

Compare JTTAX vs FCBCX

31% FI Score
  • fcbcx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Nuveen Strategic Income Fund Class C

Expenses: 1.59% (Better than 0% of similar funds)

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

Compare JTTAX vs FCBSX

31% FI Score
  • fcbsx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Franklin Mutual U.S. Value Fund Class C

Expenses: 1.64% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

Compare JTTAX vs FFTI

31% FI Score
  • ffti
  • ETF
  • Bond
  • Total US Bond Market

FormulaFolios Tactical Income ETF

Expenses: 1.04% (Better than 0% of similar funds)

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

Compare JTTAX vs FGFSX

31% FI Score
  • fgfsx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Federated Select Total Return Bond Fund Service Shares

Expenses: 0.80% (Better than 0% of similar funds)

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

Compare JTTAX vs GAUAX

31% FI Score
  • gauax
  • Mutual Fund
  • Sector Equity
  • Utilities

Gabelli Utilities Fund Class A

Expenses: 1.37% (Better than 0% of similar funds)

This is a bad choice for a Utilities Sector Equity fund. See why »

Compare JTTAX vs PNMCX

31% FI Score
  • pnmcx
  • Mutual Fund
  • Bond
  • Municipal Bond

PGIM National Muni Fund- Class C

Expenses: 1.67% (Better than 0% of similar funds)

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

Compare JTTAX vs GHAAX

31% FI Score
  • ghaax
  • Mutual Fund
  • Sector Equity
  • Basic Materials

VanEck Global Hard Assets Fund Class A

Expenses: 1.38% (Better than 0% of similar funds)

This is a bad choice for a Basic Materials Sector Equity fund. See why »

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2026   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo