Which Funds Can JPTBX Replace?

JPMorgan SmartRetirement® Blend 2055 Fund Class I Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds JPTBX Can Replace

535 funds

FSI > 80 out of 2,508 similar funds

Competing Fund AUM

$1.13T

Assets in funds JPTBX can compete with and replace

Outperformance Rank

#1,050

Rank among 2,508 similar funds

Who Holds Credible Replacements?

1,399 firms

138,516 connected advisors

Opportunity analysis

JPTBX can replace 535 funds with FSI above 80 out of 2,508 similar funds, representing $1.13T in competing fund AUM. Its outperformance rank is #1,050 among those similar funds. 1,399 13F firms and 138,516 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 31.4%.

Fund details

Vehicle
Mutual fund
Issuer
nan
Focus
—
Net expense ratio
0.69%
Assets under management
$1.52B

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