Investment Test Drive

SIASX JPMorgan SmartAllocation Income Select

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund SIASX JPMorgan SmartAllocation Income Select RPSIX T. Rowe Price Spectrum Income CAMBX Cincinnati AMFs Broad Market Strat Inc  
100% 95% 87%
Annual Fees
(0.73% Exp. Ratio)
(0.69% Exp. Ratio)
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$14,930.96 $15,112.51 $15,296.19
Est. savings over 30 yrs +$181.55 +$365.23
As of 9/30/16
1 YR RETURN 6.01%
3 YR 3.80%
5 YR --
10 YR --
1 YR RETURN 10.03%
3 YR 4.34%
5 YR 5.67%
10 YR 5.60%
1 YR RETURN 6.48%
3 YR 4.59%
5 YR --
10 YR --
The investment seeks to provide total return. The fund seeks to provide exposure to a broadly diversified portfolio of U.S. and non-U.S. (including emerging markets) fixed income securities. The Adviser intends to gain exposure to various fixed income sectors by investing in other J.P. Morgan Funds, unaffiliated ETFs, and individual securities. It will invest in debt instruments issued or guaranteed by the U.S. government or its agencies, corporate debt, and debt issued or guaranteed by a foreign sovereign government or its agencies.
The investment seeks a high level of current income with moderate share price fluctuation. The fund broadly diversifies its assets among a set of T. Rowe Price mutual funds representing specific market segments. It normally invests in a variety of domestic and international bond funds, a money market fund, and an income-oriented stock fund. The fund can invest in funds holding high-quality domestic and foreign bonds, high-yield bonds, short- and long-term securities, and dividend-paying stocks. It may sell shares of the underlying funds for a variety of reasons, such as to secure gains, limit losses, or redeploy assets into more promising opportunities.
The investment seeks to achieve a high level of income consistent with a secondary goal of preservation of capital. The fund seeks to achieve its investment objective by investing primarily in a broad market of securities that the Adviser believes are undervalued. The fund's investment adviser defines "broad market" as the span of credit qualities and market capitalizations of the overall market that it will consider for purchase for the fund. The average maturity of the fixed-income securities in the fund's portfolio will generally range from 6 to 8 years, and will not exceed a targeted maturity or average workout date of 10 years.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


Your Feedback has been sent successfully!