• FirefoxInstall the new Firefox »
  •  Dow Down 0.45% Nasdaq Down 0.49%

    JPMorgan SmartRetirement 2040 Instl (SMTIX)

    20.40 Down 0.04(0.20%) Feb 27
    Prev Close:20.44
    YTD Return*:-0.51%
    Net Assets*:3.57B
    Yield*:2.88%

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for SMTIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    JPMorgan Disciplined Equity R614.57N/A
    JPMorgan Intrepid America R57.52N/A
    JPMorgan Growth Advantage R67.52N/A
    JPMorgan US Equity R67.51N/A
    JPMorgan Value Advantage Instl7.31N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.57B
    Category:Target Date 2036-2040
    Annual Report Expense Ratio (net):0.04%

    Performance & Risk

    YTD Return:-0.51%
    5y Avg Return:12.55%
    Rank in Category (ytd):15
    % Rank in Category (ytd):5.84%
    Beta (3y):1.43
    Morningstar Risk Rating:4

    Fund Summary

    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 2040 (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
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback