|P.O.Box 8528 , Boston, MA 02266|
|Fund Manager||Team Managed|
The Fund seeks current income and some capital appreciation. The JPMorgan SmartRetirement Blend Income Fund is a fund of funds that invests in other mutual funds and exchange traded funds (ETFs) within the same group of investment companies (J.P. Morgan Funds) and, for the limited purposes described below, also invests in market cap weighted index ETFs that are managed by unaffiliated investment advisers (unaffiliated passive ETFs) (collectively with the J.P. Morgan Funds, the underlying funds). The Fund also invests directly in securities and other financial instruments. The Fund is generally intended for investors who are retired or about to retire soon. The Fund is designed to provide exposure to a variety of asset classes through investments in underlying funds, securities and other financial instruments, with an emphasis on fixed income investments over equity investments and other investments. Blend in the Fund s name means that the Fund s adviser, J.P. Morgan Investment Management Inc. (JPMIM or the Adviser) uses underlying funds and strategies that attempt to replicate performance of various indexes as well as actively-managed underlying funds and strategies.
|Asset Type||% Of Allocation|
|Total Net Assets||728.30 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|BBIN||JPMORGAN BETABUILDERS INTL EQ||9.62%|
|HLEIX||JPMORGAN EQUITY INDEX FUND||9.26%|
|JSDSX||JPMORGAN SH DUR CORE PLUS FD||8.16%|
|JRBSX||JPMORGAN INFL MANAGED BOND FD||7.47%|
|JAGG||JPMORGAN US AGGREGATE BD ETF||6.03%|
|JVAL||JPMORGAN US VALUE FACTOR ETF||5.06%|
|JPHY||JPMORGAN HI YLD RES ENH ETF||4.24%|
|OHYFX||JPMORGAN HIGH YIELD BOND FD||3.57%|
|IEMG||ISHARES CORE MSCI EMERG MKT E||3.18%|
|JGIAX||JPMORGAN INCOME FUND||2.55%|
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