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JPMorgan SmartRetirement 2050 C (JTSCX)

20.57 +0.16 (+0.78%)
At close: April 26 at 8:00 PM EDT
Key Events
Loading Chart for JTSCX
DELL
  • Previous Close 20.41
  • YTD Return 7.81%
  • Expense Ratio 0.66%
  • Category Target-Date 2050
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.64B
  • Beta (5Y Monthly) 1.25
  • Yield 0.87%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.18
  • Inception Date Jul 31, 2007

The fund is generally intended for investors who plan to retire around the year 2050 and then withdraw their investment in the fund throughout retirement. It is designed to provide exposure to equity, fixed income and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in other financial instruments.

JPMorgan

Fund Family

Target-Date 2050

Fund Category

2.64B

Net Assets

2007-07-31

Inception Date

Performance Overview: JTSCX

Trailing returns as of 4/26/2024. Category is Target-Date 2050.

YTD Return

JTSCX
7.81%
Category
11.99%
 

1-Year Return

JTSCX
20.91%
Category
37.09%
 

3-Year Return

JTSCX
4.80%
Category
13.69%
 

5-Year Return

JTSCX
9.04%
Category
13.58%
 

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Holdings: JTSCX

Top 10 Holdings (88.61% of Total Assets)

SymbolCompany% Assets
JIRE
JPMorgan International Research Enhanced Equity ETF 13.27%
JDEUX
JPMorgan U.S. Research Enhanced Equity Fund 12.18%
JUEMX
JPMorgan US Equity R6 11.91%
JGVVX
JPMorgan Growth Advantage Fund 11.46%
JVAYX
JPMorgan Value Advantage R6 11.33%
JGLO
Jpmorgan Global Select Equity ETF 9.24%
JNEMX
JPMorgan International Equity R6 7.03%
JCPUX
JPMorgan Core Plus Bond Fund 4.86%
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.05%
JEMA
JPMorgan ActiveBuilders Emerging Markets Equity ETF 3.27%

Sector Weightings

SectorJTSCX
Technology   22.65%
Healthcare   11.92%
Industrials   10.85%
Real Estate   4.74%
Energy   4.64%
Utilities   2.61%

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