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Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement 2045 R2 (JSAZX)

20.40
+0.07
+(0.34%)
At close: April 17 at 8:01:25 PM EDT
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  • Previous Close 20.33
  • YTD Return -0.51%
  • Expense Ratio 1.15%
  • Category Target-Date 2045
  • Last Cap Gain 26.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 3.03B
  • Beta (5Y Monthly) 1.20
  • Yield 1.76%
  • 5y Average Return --
  • Holdings Turnover 21.00%
  • Last Dividend 0.38
  • Inception Date Jul 31, 2007

The fund is generally intended for investors who plan to retire around the year 2045 (the target retirement year). Prior to reaching the target retirement year, the fund seeks risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement year.

JPMorgan

Fund Family

Target-Date 2045

Fund Category

3.03B

Net Assets

2007-07-31

Inception Date

More about JPMorgan SmartRetirement 2045 R2

Performance Overview: JSAZX

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Trailing returns as of 4/17/2025. Category is Target-Date 2045.

YTD Return

JSAZX
0.51%
Category
11.62%
 

1-Year Return

JSAZX
4.87%
Category
36.05%
 

3-Year Return

JSAZX
5.29%
Category
13.52%
 

5-Year Return

JSAZX
13.27%
Category
13.44%
 

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Holdings: JSAZX

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Sector Weightings

SectorJSAZX
Technology   21.94%
Financial Services   18.80%
Consumer Cyclical   12.87%
Industrials   10.78%
Healthcare   10.72%
Communication Services   6.96%
Real Estate   4.34%
Consumer Defensive   4.06%
Energy   3.97%
Basic Materials   2.82%
Utilities   2.75%
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Recent News: JSAZX

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Research Reports: JSAZX

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