|P.O.Box 8528 , Boston, MA 02266|
|Fund Manager||Team Managed|
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 Blend 2020 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 expecting to retire around the year 2020 (the target retirement year). 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. The Fund is designed to provide exposure to a variety of asset classes through investments in underlying funds, securities and other financial instruments, and over time the Fund s asset allocation strategy will change.
|Asset Type||% Of Allocation|
|Total Net Assets||10.35 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||9.66%|
|HLEIX||JPMORGAN EQUITY INDEX FUND||9.25%|
|JSDSX||JPMORGAN SH DUR CORE PLUS FD||8.24%|
|JRBSX||JPMORGAN INFL MANAGED BOND FD||7.45%|
|JAGG||JPMORGAN US AGGREGATE BD ETF||5.07%|
|JVAL||JPMORGAN US VALUE FACTOR ETF||5.00%|
|JPHY||JPMORGAN HI YLD RES ENH ETF||4.17%|
|OHYFX||JPMORGAN HIGH YIELD BOND FD||3.48%|
|IEMG||ISHARES CORE MSCI EMERG MKT E||3.16%|
|JGIAX||JPMORGAN INCOME FUND||2.60%|
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