Address And Details
|P.O.Box 8528 , Boston, MA 02266|
|Fund Manager||Team Managed|
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 JP Morgan SmartRetirement 2020 Fund is a fund of funds that primarily invests in other mutual funds within the same group of investment companies, and is generally intended for investors expecting to retire around the year 2020 (target retirement date). The Fund is designed to provide exposure to a variety of asset classes through investments in underlying funds, and over time the Funds asset allocation strategy will change. The glide path depicted in the chart below shows how the Funds strategic target allocations among asset and sub-asset classes generally become more conservative as the target retirement date approaches (i.e., more emphasis on fixed income and less on equity). The table accompanying the chart is simply the glide path in tabular form.
Net Asset Value
- 1 Week
- 1 Month
- 3 Months
- 1 Yr Return
- 5 Yr Return
Equity Sector Breakdown
|Asset Type||% Of Allocation|
|Total Net Assets||958.19 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 11/30/2021||Average Annual Current Performance Quarterly As Of 09/30/2021||Avg Annual Current Performance Monthly As Of 11/30/2021||Avg Annual Current Performance Quarterly As Of 09/30/2021|
|Life Of Fund||
Top 10 Holdings
|Symbol||Company Name||% Of Assets|
|JRBSX||JPMORGAN INFL MANAGED BOND FD||7.63%|
|VSIEX||JPMORGAN INTL EQUITY FUND||6.38%|
|JUESX||JPMORGAN US EQUITY FUND||6.35%|
|OGIBX||JPMORGAN EQUITY INCOME FUND||5.08%|
|JPHY||JPMORGAN HI YLD RES ENH ETF||3.98%|
|OHYFX||JPMORGAN HIGH YIELD BOND FD||3.53%|
|OIEAX||JPMORGAN INTL RES ENHANCED EQ||3.44%|
|WOBDX||JPMORGAN CORE BOND FUND||25.47%|
|HLQVX||JPMORGAN LARGE CAP VAL FUND||2.98%|
|JGIAX||JPMORGAN INCOME FUND||2.74%|
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