Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement Blend 2060 R3 (JATQX)

24.08 +0.20 (+0.84%)
At close: April 26 at 8:00 PM EDT

Top 9 Holdings (96.21% of Total Assets)

SymbolCompany% Assets
OGFAX
JPMorgan Equity Index R6 49.11%
BBIN
JPMorgan BetaBuilders International Equity ETF 22.64%
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5.62%
EMRSX
JPMorgan Emerging Mkts Rsrch Enh Eq R6 4.32%
BBEM
JPMorgan Betabuilders Emerging Markets Equity ETF 4.16%
JCPUX
JPMorgan Core Plus Bond R6 3.83%
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.72%
JCBUX
JPMorgan Core Bond R6 2.05%
BBRE
JPMorgan BetaBuilders MSCI U.S. REIT ETF 1.77%
Get Quotes for Top Holdings

Sector Weightings

SectorJATQX
Technology   22.57%
Financial Services   15.07%
Healthcare   11.72%
Industrials   11.16%
Consumer Cyclical   11.08%
Communication Services   6.97%
Consumer Defensive   6.42%
Real Estate   4.63%
Energy   4.11%
Basic Materials   3.92%
Utilities   2.34%

Overall Portfolio Composition (%)

Cash 3.21%
Stocks 89.42%
Bonds 7.30%
Others 0.05%
Preferred 0.01%
Convertible 0.01%

Bond Ratings

US Government 1.53%
AAA 39.89%
AA 10.68%
A 11.42%
BBB 12.31%
BB 11.57%
B 6.64%
Below B 2.02%
Other 5.47%

Equity Holdings

Average JATQX Category Average
Price/Earnings 0.05 17.45
Price/Book 0.38 2.09
Price/Sales 0.51 1.55
Price/Cashflow 0.08 7.5
Median Market Cap 98,338.5 34,028.42
3 Year Earnings Growth 19.84 10.51

Bond Holdings

Average JATQX Category Average
Maturity -- 7.26
Duration 4.36 5.61
Credit Quality -- --

Performance & Risk

YTD Return 3.97%
5y Average Return 7.80%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Fund Overview

Category Target-Date 2060+
Fund Family JPMorgan
Net Assets 550.21M
YTD Return 6.95%
Yield 0.00%
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 it throughout retirement. It is designed to provide exposure to equity, debt 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 securities and other financial instruments.

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