• FirefoxUpgrade to the new Firefox »
  •  Dow Up 0.17% Nasdaq Up 0.24%

    JPMorgan SmartRetirement 2015 A (JSFAX)

    17.84 Down 0.05(0.28%) Jan 27
    Prev Close:17.84
    YTD Return*:5.55%
    Net Assets*:2.27B

    * As of 31-Dec-14

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


    ยป More Headlines for JSFAX

    Top Holdings

    Symbol% AssetsYTD Return %
    JPMorgan Core Bond R629.88N/A
    JPMorgan Disciplined Equity R611.36N/A
    JPMorgan High Yield R65.91N/A
    JPMorgan Corporate Bond R63.98N/A
    JPMorgan Inflation Managed Bond R63.76N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.27B
    Category:Target Date 2011-2015
    Annual Report Expense Ratio (net):0.28%

    Performance & Risk

    YTD Return:5.55%
    5y Avg Return:8.21%
    Rank in Category (ytd):21
    % Rank in Category (ytd):11.54%
    Beta (3y):0.86
    Morningstar Risk Rating:4

    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
    Your browser doesn't support canvas
    Submit Feedback