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JPMorgan SmartRetirement 2030 Fund Class A (JSMAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.88-0.14 (-0.74%)
At close: 8:01PM EDT

JPMorgan SmartRetirement 2030 Fund Class A

JPMorgan Trust I

1111 Polaris Parkway, Ste. 2-j

Columbus OH 43240

Management Information
Silvia Trillo,Lead Manager since February 11, 2019
Ms. Trillo, Managing Director, has been an employee of J.P. Morgan Investment Management Inc. and a member of Multi-Asset Solutions since 2011 and a portfolio manager of the Fund since 2019.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryTarget-Date 2030
Fund FamilyJPMorgan
Net Assets6.93B
YTD Return-4.36%
Morningstar Rating★★★
Inception DateMay 14, 2006

Fund Operations

Last Dividend0.05
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseJSMAXCategory Average
Annual Report Expense Ratio (net)0.86%0.45%
Prospectus Net Expense Ratio0.86%N/A
Prospectus Gross Expense Ratio0.98%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load4.50%5.38%
Max Deferred Sales LoadN/A1.39%
3 Yr Expense Projection737N/A
5 Yr Expense Projection956N/A
10 Yr Expense Projection1,587N/A