Nasdaq - Delayed Quote USD
JPMorgan SmartRetirement Blend 2060 R5 (JAABX)
25.62
+0.06
+(0.23%)
As of 8:06:15 AM EDT. Market Open.
Investment Information
- Min Initial Investment
- 5,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Comerica Bank
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Schwab Institutional
- JPMorgan
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- Fifth Third Securities, Inc.
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Ameriprise SPS Advantage
- CommonWealth Core
- Commonwealth Universe
- WFA MF Advisory Updated 4.1.25
- Ameritas NTFN
- Ameriprise Financial
- Fidelity Advisor 401(k) I Shares
- Morgan Stanley Consulting Group Advisor
- Morgan Stanley Select UMA
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- JP MORGAN NO-LOAD NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- WFA Fdntl Choice/PIM Updated 4.1.25
- ADP Access Open Fund Architecture
- H Beck Inc.
- Securities America Inc.
- Vanguard TF
- Morgan Stanley Portfolio Management
- Fidelity Advisor 401(k) A Shares
- Schwab All (Retail, Instl, Retirement)
- Schwab Retirement Only
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- ADP Advisor Access 3(21) Tier 2
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
- UBS Flex
Fund Summary
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.
Fund Overview
| Category | Target-Date 2060+ |
| Fund Family | JPMorgan |
| Net Assets | 638.42M |
| YTD Return | -0.55% |
| Yield | 2.17% |
| Morningstar Rating | |
| Inception Date | Aug 31, 2016 |
Performance & Risk
| YTD Return | -0.27% |
| 5y Average Return | 11.72% |
| Rank in Category (ytd) | 40 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.23 |
| Morningstar Risk Rating |
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