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Feb 9: 12.57  Up 0.14 (1.13%)  

JPMorgan SmartRetirement 2030 Select (JSMSX)

JPMORGAN SMARTRETIREMENT 2030 S

Net Asset Value:12.57
Trade Time:Feb 9
Change:Up 0.14 (1.13%)
Prev Close:12.57
YTD Return*:-3.35%
Net Assets*:74.95M
Yield*:2.26%

* As of 31-Jan-10

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Fund Basics

Morningstar Overall Rating:
Total Assets:74.95M
Category:Target Date 2026-2030
Total Expense Ratio:1.00%

Performance & Risk

YTD Return:-3.35%
5y Avg Return:N/A
Rank in Category (ytd):145
% Rank in Category (ytd):68.72%
Beta (3y):1.43
Morningstar Risk Rating:Average

Fund Summary

The investment seeks total return with a shift to current income and some capital appreciation. The fund is a fund of funds that invests assets in a combination of equity, fixed-income and short-term mutual funds in the same group of investment companies. The advisor uses an asset allocation strategy designed for investors expecting to retire around the year 2030.Generally, the adviser may change the fund?s asset allocation on at least an annual basis with the asset allocation becoming more conservative (i.e., more emphasis on fixed income funds and less on U.S. equity and other funds) as the fund nears the target retirement date. View More

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