|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 2055 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 2055 (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. The glide path depicted in the chart below shows how the Fund s strategic target allocations among asset and sub-asset classes and types of underlying funds and investments generally become more conservative as it nears the target retirement year (i.e., more emphasis on fixed income investments and less on equity investments). The table accompanying the chart is simply the glide path in tabular form.
|Asset Type||% Of Allocation|
|Total Net Assets||686.64 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|
|EMRSX||JPMORGAN EM MKT RES ENH EQ FD||9.14%|
|BBMC||JPMORGAN BETA BLDRS US MID CA||5.48%|
|BBRE||JPMORGAN BETABLDRS MSCI US RE||5.40%|
|JVAL||JPMORGAN US VALUE FACTOR ETF||4.99%|
|HLEIX||JPMORGAN EQUITY INDEX FUND||33.01%|
|BBSC||JPMORGAN BETA BLDRS US SM EQ||3.67%|
|BBIN||JPMORGAN BETABUILDERS INTL EQ||27.11%|
|HLIPX||JPMORGAN CORE PLUS BOND FUND||2.90%|
|JPHY||JPMORGAN HI YLD RES ENH ETF||1.63%|
|WOBDX||JPMORGAN CORE BOND FUND||1.46%|
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