Address And Details
| P.O.Box 8528 , Boston, MA 02266 | |
|---|---|
| Fund Manager | Team Managed |
| Manager Tenure | |
Strategy And Objective
The Fund seeks high total return with a shift to current income and some capital appreciation over time as the Fund approaches and passes the target retirement date. The JPMorgan SmartRetirement 2025 Fund is generally intended for investors who plan to retire around the year 2025 (the target retirement year) and then withdraw their investment in the Fund throughout retirement. The Fund seeks to help investors save for retirement and then, after reaching the target retirement year, withdraw a portion of their investment in the Fund each year until December 31,2060 (target maturity year). The Fund assumes a person will be at or around age 65 at the target retirement year.
Equity Sector Breakdown
| Finance | 97.48% | |
| ConsumerDurables | n/a | |
| Energy | n/a | |
| Health | n/a | |
| IndustrialCyclical | n/a | |
| NonDurables | n/a | |
| RetailTrade | n/a | |
| Services | n/a | |
| Technology | n/a | |
| Utilities | n/a |
Asset Allocation
| Asset Type | % Of Allocation | |
|---|---|---|
| Other | 97.48% | |
| Stocks | 2.52% | |
| Cash | 0.00% | |
| Bonds | 0.00% | |
| Preferred | 0.00% | |
| Convertible | 0.00% | |
| ForeignStocks | 0.00% | |
| ForeignBonds | 0.00% | |
| ForeignHedged | 0.00% | |
| Total Net Assets | 20.69 M | |
|---|---|---|
Risk Measures
| Criteria | 3 Years | 5 Years | 10 Years |
|---|---|---|---|
| Alpha | -3.97 | -3.42 | -2.36 |
| Beta | 0.56 | 0.56 | 0.60 |
| R Squared | 0.89 | 0.90 | 0.88 |
| Std Deviation | 11.10 | 9.77 | 8.69 |
| Sharpe Ratio | 0.35 | 0.41 | n/a |
Purchase Information
as of 6:39 PM ET 05/20/2022| Minimum Initial | $500 |
|---|---|
| Minimum Additional | $50 |
| Minimum Initial IRA | $0 |
Performance
| Timeframe | Average Annual Current Performance Monthly As Of 04/30/2022 | Average Annual Current Performance Quarterly As Of 03/31/2022 | Avg Annual Current Performance Monthly As Of 04/30/2022 | Avg Annual Current Performance Quarterly As Of 03/31/2022 |
|---|---|---|---|---|
| 1 Year |
|
|
-8.44% | -0.53% |
| 3 Year |
|
|
+3.93% | +6.54% |
| 10 Year |
|
|
+5.86% | +6.42% |
| Life Of Fund |
|
|
+4.66% | +5.09% |
Top 10 Holdings
| Symbol | Company Name | % Of Assets |
|---|---|---|
| VSIEX | JPMORGAN INTL EQUITY FUND | 7.49% |
| OGIBX | JPMORGAN EQUITY INCOME FUND | 6.61% |
| OIEAX | JPMORGAN INTL RES ENHANCED EQ | 5.15% |
| JRBSX | JPMORGAN INFL MANAGED BOND FD | 3.04% |
| WOBDX | JPMORGAN CORE BOND FUND | 23.32% |
| JPHY | JPMORGAN HI YLD RES ENH ETF | 2.96% |
| BBMC | JPMORGAN BETA BLDRS US MID CA | 2.84% |
| EMRSX | JPMORGAN EM MKT RES ENH EQ FD | 2.47% |
| JMIEX | JP MORGAN EMERGING MKT EQUITY | 2.43% |
| OHYFX | JPMORGAN HIGH YIELD BOND FD | 2.38% |