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JPMorgan SmartRetirement 2040 A (SMTAX)

20.22 Up 0.06(0.30%) Aug 29
Prev Close:20.16
YTD Return*:3.96%
Net Assets*:3.09B
Yield*:2.45%

* As of 31-Jul-14

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

Top Holdings

Symbol% AssetsYTD Return %
JPMorgan Disciplined Equity R615.75N/A
JPMorgan Growth Advantage R57.58N/A
JPMorgan Core Bond R67.48N/A
JPMorgan International Equity R67.11N/A
JPMorgan Intrepid America R57.04N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:3.09B
Category:Target Date 2036-2040
Annual Report Expense Ratio (net):0.29%

Performance & Risk

YTD Return:3.96%
5y Avg Return:13.84%
Rank in Category (ytd):35
% Rank in Category (ytd):15.02%
Beta (3y):1.60
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
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