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JPMorgan SmartRetirement 2030 R2 (JSMZX)

19.41 0.00(0.00%) Jul 28
Prev Close:19.41
YTD Return*:5.26%
Net Assets*:4.20B
Yield*:2.24%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for JSMZX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JPMorgan Disciplined Equity R615.35N/A
JPMorgan Core Bond R615.32N/A
JPMorgan Growth Advantage R56.41N/A
JPMorgan Intl Opp R66.17N/A
JPMorgan International Equity R66.16N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:4.2B
Category:Target Date 2026-2030
Annual Report Expense Ratio (net):0.54%

Performance & Risk

YTD Return:5.26%
5y Avg Return:14.87%
Rank in Category (ytd):54
% Rank in Category (ytd):23.08%
Beta (3y):1.48
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 2030 (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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