Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement Blend 2050 I (JNEAX)

33.06
+0.01
+(0.03%)
At close: 8:01:24 PM EDT
Loading Chart for JNEAX
  • Previous Close 33.05
  • YTD Return -0.57%
  • Expense Ratio 0.42%
  • Category Target-Date 2050
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.91B
  • Beta (5Y Monthly) 1.24
  • Yield 1.98%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.65
  • Inception Date Jul 2, 2012

The fund is generally intended for investors who plan to retire around the year 2050 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 2050

Fund Category

1.91B

Net Assets

2012-07-02

Inception Date

Performance Overview: JNEAX

View More

Trailing returns as of 4/29/2025. Category is Target-Date 2050.

YTD Return

JNEAX
0.57%
Category
11.99%
 

1-Year Return

JNEAX
6.29%
Category
37.09%
 

3-Year Return

JNEAX
5.95%
Category
13.69%
 

5-Year Return

JNEAX
13.51%
Category
13.58%
 

Holdings: JNEAX

View More

Sector Weightings

SectorJNEAX
Technology   23.05%
Industrials   10.77%
Healthcare   10.29%
Real Estate   4.53%
Energy   3.40%
Utilities   2.58%

Recent News: JNEAX

View More

Research Reports: JNEAX

View More

Top Mutual Funds

Waiting for permission
Allow microphone access to enable voice search

Try again.