JPMorgan SmartRetirement 2020 R2
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus OH 43240
Map
Phone: 800-480-4111
| Category: | Target Date 2016-2020 | | Fund Family: | JPMorgan | | Net Assets: | 2.18B | | Year-to-Date Return: | 2.53% | | Yield: | 2.02% | | Morningstar Rating: |  | | Fund Inception Date: | Nov 2, 2008 |
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Patrik Jakobson
Lead Manager since May 14, 2006 | | | Patrik Jakobson, managing director, is a portfolio manager in GMAG. He is a member of the Global Strategy Team that is responsible for managing the groupâs tactical allocation investment process and global portfolio strategy. An employee since 1987, Patrik has served as a portfolio manager for the firmâs global asset allocation and balanced portfolios since 1995 and has worked extensively with institutional clients on strategic asset allocation issues. He previously managed equity portfolios and worked as a research analyst specializing in the retailing industry in corporate finance. Patrik earned a B.A. in economics from Harvard University and an M.B.A. in finance from the Wharton School. |
| Min Initial Investment: | 0 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks high total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement date.
The fund is a "fund of funds" that invests in other J.P. Morgan Funds (underlying funds), and is generally intended for investors expecting to retire around the year 2020 (target retirement date). It is designed to provide exposure to a variety of asset classes through investments in underlying funds, and over time the fund's asset allocation strategy will change. |
| Last Dividend
(Mar 27, 2013)
:
| 0.08 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| N/A | | Average for Category: | 28.87% |
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| Expense | JTTZX | Category Avg |
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| Annual Report Expense Ratio (net): | 0.53% | 0.64% | | Prospectus Net Expense Ratio: | 1.19% | N/A | | Prospectus Gross Expense Ratio: | 1.50% | N/A | | Max 12b1 Fee: | 0.50% | N/A | | Max Front End Sales Load: | N/A | 5.25% | | Max Deferred Sales Load:
| N/A | 2.23% | | 3 Yr Expense Projection*: | 444 | 551 | | 5 Yr Expense Projection*: | 789 | 851 | | 10 Yr Expense Projection*: | 1,764 | 1,745 |
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0.02(0.11%) May 21