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

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • RBC Wealth Management-Advisory Eligible
  • Schwab Institutional Only
  • Ameriprise SPS Advantage
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • Ameriprise Financial
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Securities America Inc.
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

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.

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

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

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