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JPMorgan SmartRetirement Blend 2060 R5 (JAABX)

25.62
+0.06
+(0.23%)
At close: May 1 at 6:46:45 PM EDT
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  • Previous Close 25.56
  • YTD Return -0.55%
  • Expense Ratio 0.27%
  • Category Target-Date 2060+
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 638.42M
  • Beta (5Y Monthly) 1.23
  • Yield 2.17%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.55
  • Inception Date Aug 31, 2016

The fund is generally intended for investors who plan to retire around the year 2060 and then withdraw their investment in it throughout retirement. It is designed to provide exposure to equity, debt and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in securities and other financial instruments.

JPMorgan

Fund Family

Target-Date 2060+

Fund Category

638.42M

Net Assets

2016-08-31

Inception Date

More about JPMorgan SmartRetirement Blend 2060 R5

Performance Overview: JAABX

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Trailing returns as of 4/30/2025. Category is Target-Date 2060+.

YTD Return

JAABX
0.55%
Category
6.10%
 

1-Year Return

JAABX
6.46%
Category
14.41%
 

3-Year Return

JAABX
6.18%
Category
4.94%
 

5-Year Return

JAABX
13.68%
Category
9.53%
 

Holdings: JAABX

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Sector Weightings

SectorJAABX
Technology   23.02%
Financial Services   17.01%
Consumer Cyclical   11.34%
Industrials   10.78%
Healthcare   10.29%
Communication Services   7.84%
Consumer Defensive   5.87%
Real Estate   4.51%
Energy   3.41%
Basic Materials   3.36%
Utilities   2.58%
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Recent News: JAABX

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Research Reports: JAABX

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