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JPMorgan SmartRetirement 2050 I (JTSSX)

20.90 -0.03 (-0.14%)
As of 8:05 AM EDT. Market Open.

Fund Summary

The fund is generally intended for investors who plan to retire around the year 2050 and then withdraw their investment in the fund throughout retirement. It is designed to provide exposure to equity, fixed income and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in other financial instruments.

JPMorgan SmartRetirement 2050 I

Columbus OH 43240
1111 Polaris Parkway, Ste. 2-j

Fund Overview

Category Target-Date 2050
Fund Family JPMorgan
Net Assets 2.64B
YTD Return 8.00%
Yield 1.48%
Morningstar Rating
Inception Date Jul 31, 2007

Fund Operations

Last Dividend 0.32
Last Cap Gain 13.00
Holdings Turnover 17.00%
Average for Category --

Fees & Expenses

Expense JTSSX Category Average
Annual Report Expense Ratio (net) 0.66% 0.46%
Prospectus Net Expense Ratio 0.66% --
Prospectus Gross Expense Ratio 0.68% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.44%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Silvia Trillo, managing director, is a portfolio manager on the SmartRetirement and SmartSpending port-folios in Multi-Asset Solutions. She was previously the head of the Multi-Asset Solutions Manager Research team. In this role she managed the team, drove the research agenda and focused research and analysis efforts on a wide variety of strategies across J.P. Morgan Asset Management. Prior to joining Multi-Asset Solutions in 2011, Silvia was a Director of Manager Research for Chase Investment Services, where she oversaw the manager due diligence process across all advisory Chase Investment products, as well as the integrated post-merger, legacy Bank One, and Washington Mutual advisory platforms. Silvia also served as portfolio manager for the Chase Strategic Portfolios; a multi-asset/multi-manager Unified Managed Account platform; and has experience working within the Private Bank across product manage-ment, product development and manager due diligence. Silvia holds a Bachelor of Arts in Political Science from Rutgers University and an MBA (Finance & Accounting concentration) from Tulane University.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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