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Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement Income R2 (JSIZX)

15.04
+0.01
+(0.07%)
At close: April 17 at 8:01:25 PM EDT
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  • Previous Close 15.03
  • YTD Return 0.98%
  • Expense Ratio 1.09%
  • Category Target-Date Retirement
  • Last Cap Gain 6.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 1B
  • Beta (5Y Monthly) 0.76
  • Yield 3.22%
  • 5y Average Return --
  • Holdings Turnover 19.00%
  • Last Dividend 0.50
  • Inception Date May 15, 2006

The fund is a "fund of funds" that primarily invests in other mutual funds within the same group of investment companies, and is generally intended for investors who are retired or about to retire soon. It is designed to provide exposure to a variety of asset classes through investments in underlying funds, with an emphasis on fixed income funds over equity funds and other funds.

JPMorgan

Fund Family

Target-Date Retirement

Fund Category

1B

Net Assets

2006-05-15

Inception Date

More about JPMorgan SmartRetirement Income R2

Performance Overview: JSIZX

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

YTD Return

JSIZX
0.98%
Category
3.58%
 

1-Year Return

JSIZX
4.95%
Category
12.52%
 

3-Year Return

JSIZX
3.03%
Category
7.60%
 

5-Year Return

JSIZX
5.57%
Category
6.39%
 

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Holdings: JSIZX

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Sector Weightings

SectorJSIZX
Technology   23.59%
Financial Services   17.54%
Consumer Cyclical   13.03%
Industrials   10.84%
Healthcare   10.11%
Communication Services   6.75%
Consumer Defensive   4.33%
Real Estate   3.89%
Energy   3.88%
Basic Materials   3.10%
Utilities   2.93%
View More

Recent News: JSIZX

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Research Reports: JSIZX

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