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JMTTX JPMorgan Total Return R2

2 lower fee alternatives found

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Fund JMTTX JPMorgan Total Return R2 FTBFX Fidelity® Total Bond MGFIX AMG Managers Loomis Sayles Bond S  
100% 86% 85%
Annual Fees
(1.16% Exp. Ratio)
(0.45% Exp. Ratio)
(0.99% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$12,822.71 $15,894.09 $13,501.11
Est. savings over 30 yrs +$3,071.38 +$678.40
As of 9/30/16
1 YR RETURN 6.42%
3 YR 3.70%
5 YR 4.01%
10 YR --
1 YR RETURN 7.32%
3 YR 4.52%
5 YR 4.07%
10 YR 5.27%
1 YR RETURN 7.06%
3 YR 4.10%
5 YR 5.01%
10 YR 5.84%
The investment seeks to provide high total return. Under normal circumstances, 65% of the fund's net assets will be invested in securities that, at the time of purchase, are rated investment grade (or the unrated equivalent). Up to 35% of the fund's total assets may be invested in foreign securities, including emerging markets debt securities. Up to 25% of the fund's total assets may be invested in non-dollar denominated securities. Such investments may be issued or guaranteed by a wide variety of entities including governments and their agencies and instrumentalities, corporations, financial institutions and supranational organizations.
The investment seeks a high level of current income. The fund normally invests at least 80% of assets in debt securities of all types and repurchase agreements for those securities. The manager uses the Barclays® U.S. Universal Bond Index as a guide in allocating assets across the investment-grade, high yield, and emerging market asset classes. It invests up to 20% of assets in lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds).
The investment seeks to achieve a high level of current income. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in bonds (debt securities). Under normal market conditions, it invests at least 65% of its total assets in investment grade corporate bonds, mortgage-related and other asset-backed securities and securities issued or guaranteed by the U.S. government, its agencies or instrumentalities. Up to 10% of the total assets of the fund may be invested in non-U.S. dollar-denominated instruments.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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