U.S. Markets open in 3 hrs 42 mins

JPMorgan SmartRetirement 2030 Fund Class A (JSMAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
19.47-0.14 (-0.71%)
At close: 8:01PM EDT

Overall Portfolio Composition (%)

Cash6.20%
Stocks57.24%
Bonds35.41%
Others0.08%
Preferred0.01%
Convertable1.07%

Sector Weightings (%)

Sector(s)
JSMAX
Basic Materials
3.55%
CONSUMER_CYCLICAL
9.85%
Financial Services
17.85%
Realestate
8.07%
Consumer Defensive
9.54%
Healthcare
13.59%
Utilities
3.36%
Communication Services
6.90%
Energy
2.27%
Industrials
10.37%
Technology
14.66%

Equity Holdings

AverageJSMAXCategory Average
Price/Earnings18.822.45
Price/Book2.332.38
Price/Sales1.771.6
Price/Cashflow12.1312.1
Median Market Cap57,617.8262,184.86
3 Year Earnings Growth15.1717.02

Bond Holdings

AverageJSMAXCategory Average
Maturity6.767.48
Duration5.025.92
Credit QualityN/AN/A

Bond Ratings

Sector(s)JSMAX
US Government0.00%
AAA42.94%
AA4.40%
A15.13%
BBB15.65%
BB7.79%
B6.88%
Below B1.94%
Others5.26%

Top 10 Holdings (87.64% of Total Assets)

Get Quotes for Top Holdings
NameSymbol% Assets
JPMorgan Core Bond R6JCBUX17.63%
JPMorgan Equity Income R6OIEJX14.15%
JPMorgan US Equity R6JUEMX12.75%
JPMorgan Short Duration Core Plus R6JSDRX9.92%
JPMorgan International Equity R6JNEMX9.72%
JPMorgan International Rsrch Enh Eq R6JEIQX6.69%
JPMorgan Emerging Markets Equity R6JEMWX6.41%
JPMorgan High Yield R6JHYUX4.11%
JPMorgan Corporate Bond R6CBFVX3.50%
JPMorgan International Advantage R6JIFFX2.76%