Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement 2060 R4 (JAKQX)

21.61 +0.17 (+0.79%)
At close: 8:00 PM EDT

Top 10 Holdings (88.33% of Total Assets)

SymbolCompany% Assets
JIRE
JPMorgan International Research Enhanced Equity ETF 13.11%
JUEMX
JPMorgan US Equity R6 12.01%
JDEUX
JPMorgan US Research Enhanced Equity R6 11.96%
JVAYX
JPMorgan Value Advantage R6 11.49%
JGVVX
JPMorgan Growth Advantage R6 11.34%
JGLO
Jpmorgan Global Select Equity ETF 9.28%
JNEMX
JPMorgan International Equity R6 7.14%
JCPUX
JPMorgan Core Plus Bond R6 4.79%
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.99%
JEMA
JPMorgan ActiveBuilders Emerging Markets Equity ETF 3.23%
Get Quotes for Top Holdings

Sector Weightings

SectorJAKQX
Technology   22.60%
Financial Services   16.50%
Consumer Cyclical   12.18%
Healthcare   11.91%
Industrials   10.84%
Communication Services   5.86%
Consumer Defensive   4.98%
Real Estate   4.73%
Energy   4.66%
Basic Materials   3.11%
Utilities   2.61%

Overall Portfolio Composition (%)

Cash 3.11%
Stocks 89.34%
Bonds 7.24%
Others 0.27%
Preferred 0.01%
Convertible 0.02%

Bond Ratings

US Government 1.22%
AAA 42.75%
AA 4.91%
A 11.44%
BBB 12.24%
BB 13.22%
B 7.08%
Below B 2.09%
Other 6.27%

Equity Holdings

Average JAKQX Category Average
Price/Earnings 0.05 17.45
Price/Book 0.35 2.09
Price/Sales 0.45 1.55
Price/Cashflow 0.07 7.5
Median Market Cap 108,993.4 34,028.42
3 Year Earnings Growth 21.56 10.51

Bond Holdings

Average JAKQX Category Average
Maturity -- 7.26
Duration 4.52 5.61
Credit Quality -- --

Performance & Risk

YTD Return 5.21%
5y Average Return 8.68%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.25
Morningstar Risk Rating

Fund Overview

Category Target-Date 2060+
Fund Family JPMorgan
Net Assets 639.85M
YTD Return 7.98%
Yield 1.52%
Morningstar Rating
Inception Date Aug 31, 2016

Fund Summary

The fund is generally intended for investors who plan to retire around the year 2060 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.

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