Investment Test Drive

JSRCX JPMorgan SmartRetirement® Income C

6 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund JSRCX JPMorgan SmartRetirement® Income C VTINX Vanguard Target Retirement Income Inv LIRAX BlackRock LifePath® Index Retire Inv A  
100% 86% 87%
Annual Fees
(1.41% Exp. Ratio)
(0.14% Exp. Ratio)
(0.41% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.06% annual return
$16,119.40 $23,665.17 $21,819.00
Est. savings over 30 yrs +$7,545.77 +$5,699.60
As of 9/30/16
1 YR RETURN 6.29%
3 YR 3.51%
5 YR 5.62%
10 YR 4.01%
1 YR RETURN 7.54%
3 YR 4.68%
5 YR 5.94%
10 YR 5.27%
1 YR RETURN 8.34%
3 YR 4.75%
5 YR 6.51%
10 YR --
The investment seeks current income and some capital appreciation. The fund is a "fund of funds" that invests in other J.P. Morgan Funds (underlying funds), and is generally intended for investors who are retired or about to retire soon. It is designed to provide exposure to a variety of asset classes through investments in underlying funds, with an emphasis on fixed income funds over equity funds and other funds.
The investment seeks to provide current income and some capital appreciation. The fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors currently in retirement. Its indirect bond holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. agency, and investment-grade U.S. corporate bonds; inflation-protected public obligations issued by the U.S. Treasury; mortgage-backed and asset-backed securities; and government, agency, corporate, and securitized investment-grade foreign bonds issued in currencies other than the U.S. dollar.
The investment seeks to provide for retirement outcomes based on quantitatively measured risk. The fund is a "feeder" fund that invests all of its assets in the Master Portfolio, a series of Master Investment Portfolio with a substantially identical investment objective, which allocates and reallocates its assets among a combination of equity and bond index funds and money market funds in proportions based on its own comprehensive investment strategy. It will invest, at least 80% of its assets in securities or other financial instruments that are components of or have economic characteristics similar to the securities included in its custom benchmark index.

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!