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JPMorgan SmartRetirement 2030 R5 (JSMIX)
18.05
+0.02
+(0.11%)
At close: 8:04:20 PM EDT
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18.03 - YTD Return 0.49%
- Expense Ratio 0.45%
- Category Target-Date 2030
- Last Cap Gain 11.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 4.07B
- Beta (5Y Monthly) 0.97
- Yield 3.31%
- 5y Average Return --
- Holdings Turnover 20.00%
- Last Dividend 0.63
- Inception Date May 15, 2006
The fund is generally intended for investors who retired on or around the year 2030 (the target retirement year). Prior to reaching the target retirement year, the fund sought risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approached and passed the target retirement year.
JPMorgan
Fund Family
Target-Date 2030
Fund Category
4.07B
Net Assets
2006-05-15
Inception Date
Performance Overview: JSMIX
View MoreTrailing returns as of 4/15/2025. Category is Target-Date 2030.
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Holdings: JSMIX
View MoreSector Weightings
SectorJSMIX
Technology 23.47%
Financial Services 17.36%
Consumer Cyclical 12.94%
Industrials 10.95%
Healthcare 10.35%
Communication Services 6.67%
Consumer Defensive 4.29%
Real Estate 3.95%
Energy 3.90%
Basic Materials 3.14%
Utilities 2.99%
Recent News: JSMIX
View MoreResearch Reports: JSMIX
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