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JPMorgan SmartRetirement 2015 A (JSFAX)

18.02 Down 0.01(0.06%) Aug 28
Prev Close:18.02
YTD Return*:3.56%
Net Assets*:2.15B
Yield*:2.59%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for JSFAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JPMorgan Core Bond R631.39N/A
JPMorgan Disciplined Equity R611.76N/A
JPMorgan High Yield R65.46N/A
JPMorgan Corporate Bond R64.03N/A
JPMorgan Inflation Managed Bond R63.75N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:2.15B
Category:Target Date 2011-2015
Annual Report Expense Ratio (net):0.28%

Performance & Risk

YTD Return:3.56%
5y Avg Return:10.08%
Rank in Category (ytd):51
% Rank in Category (ytd):27.13%
Beta (3y):0.96
Morningstar Risk Rating:3

Fund Summary

The investment seeks 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 2015 (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. View More
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