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JPMorgan SmartRetirement 2030 R4 (JSMQX)

18.31
+0.05
+(0.27%)
At close: 8:06:26 AM EDT
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  • Previous Close 18.26
  • YTD Return 0.49%
  • Expense Ratio 0.60%
  • Category Target-Date 2030
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 4.07B
  • Beta (5Y Monthly) 0.97
  • Yield 3.19%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 0.60
  • Inception Date Nov 3, 2014

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

2014-11-03

Inception Date

More about JPMorgan SmartRetirement 2030 R4

Performance Overview: JSMQX

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Trailing returns as of 4/28/2025. Category is Target-Date 2030.

YTD Return

JSMQX
0.49%
Category
7.97%
 

1-Year Return

JSMQX
5.38%
Category
25.53%
 

3-Year Return

JSMQX
4.31%
Category
11.28%
 

5-Year Return

JSMQX
9.35%
Category
10.98%
 

Holdings: JSMQX

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Sector Weightings

SectorJSMQX
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%
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Recent News: JSMQX

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Research Reports: JSMQX

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