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JPMorgan SmartRetirement Income A (JSRAX)

17.71 Down 0.02(0.11%) Jul 30
Prev Close:17.73
YTD Return*:4.21%
Net Assets*:1.72B
Yield*:2.40%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for JSRAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JPMorgan Core Bond R629.99N/A
JPMorgan Disciplined Equity R612.03N/A
JPMorgan High Yield R66.94N/A
JPMorgan Inflation Managed Bond R64.94N/A
JPMorgan Corporate Bond R64.02N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.72B
Category:Retirement Income
Annual Report Expense Ratio (net):0.27%

Performance & Risk

YTD Return:4.21%
5y Avg Return:9.33%
Rank in Category (ytd):60
% Rank in Category (ytd):20.48%
Beta (3y):0.75
Morningstar Risk Rating:3

Fund Summary

The investment seeks current income and some capital appreciation. The fund is a "fund of funds" that invests in other J.P. Morgan Funds (underlying funds), and is generally intended for investors who are retired or about to retire soon. It is designed to provide exposure to a variety of asset classes through investments in underlying funds, with an emphasis on fixed income funds over equity funds and other funds. View More
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