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JPMorgan SmartRetirement 2050 I (JTSSX)
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21.24 - YTD Return 8.00%
- Expense Ratio 0.66%
- Category Target-Date 2050
- Last Cap Gain 13.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 2.64B
- Beta (5Y Monthly) 1.25
- Yield 1.48%
- 5y Average Return --
- Holdings Turnover 17.00%
- Last Dividend 0.32
- Inception Date Jul 31, 2007
The fund is generally intended for investors who plan to retire around the year 2050 and then withdraw their investment in the fund throughout retirement. It is designed to provide exposure to equity, fixed income 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 other financial instruments.
JPMorgan
Fund Family
Target-Date 2050
Fund Category
2.64B
Net Assets
2007-07-31
Inception Date
Performance Overview: JTSSX
Trailing returns as of 4/23/2024. Category is Target-Date 2050.
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Holdings: JTSSX
Top 10 Holdings (88.61% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorJTSSX
Technology 22.65%
Financial Services 16.46%
Consumer Cyclical 12.18%
Healthcare 11.92%
Industrials 10.85%
Communication Services 5.86%
Consumer Defensive 4.98%
Real Estate 4.74%
Energy 4.64%
Basic Materials 3.10%
Utilities 2.61%
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