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Jpmorgan Trust I - SmartRetirement 2060 Fund (JAKQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
22.19+0.17 (+0.77%)
At close: 08:05AM EDT

Jpmorgan Trust I - SmartRetirement 2060 Fund

Columbus OH 43240

1111 Polaris Parkway, Ste. 2-j

JPMorgan Trust I

Management Information
,Lead Manager since February 11, 2019
Silvia Trillo, managing director, is a portfolio manager on the SmartRetirement and SmartSpending port-folios in Multi-Asset Solutions. She was previously the head of the Multi-Asset Solutions Manager Research team. In this role she managed the team, drove the research agenda and focused research and analysis efforts on a wide variety of strategies across J.P. Morgan Asset Management. Prior to joining Multi-Asset Solutions in 2011, Silvia was a Director of Manager Research for Chase Investment Services, where she oversaw the manager due diligence process across all advisory Chase Investment products, as well as the integrated post-merger, legacy Bank One, and Washington Mutual advisory platforms. Silvia also served as portfolio manager for the Chase Strategic Portfolios; a multi-asset/multi-manager Unified Managed Account platform; and has experience working within the Private Bank across product manage-ment, product development and manager due diligence. Silvia holds a Bachelor of Arts in Political Science from Rutgers University and an MBA (Finance & Accounting concentration) from Tulane University.
Morningstar Style Box
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Morningstar Category
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Fund Overview

CategoryTarget-Date 2060+
Fund FamilyJPMorgan
Net Assets585.19M
YTD Return19.98%
Yield1.64%
Morningstar Rating★★★
Inception DateAug 30, 2016

Fund Operations

Last Dividend0.34
Last Cap Gain3.00
Holdings Turnover24.00%
Average for CategoryN/A

Fees & Expenses

ExpenseJAKQXCategory Average
Annual Report Expense Ratio (net)0.84%0.39%
Prospectus Net Expense Ratio0.84%N/A
Prospectus Gross Expense Ratio0.98%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.29%
Max Deferred Sales LoadN/A1.85%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A