Nasdaq - Delayed Quote USD
JPMorgan SmartRetirement 2030 R4 (JSMQX)
18.31
+0.05
+(0.27%)
As of 8:06:26 AM EDT. Market Open.
Investment Information
- Min Initial Investment
- 15,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- Fidelity Advisor 401(k) I Shares
- Morgan Stanley Select UMA
- ADP Access
- Mid Atlantic Capital Group
- Northwestern Mutual Investment Services, Llc
- ADP Access Open Fund Architecture
- ADP Access Tier 0
- ADP Access Tier 2
- Fidelity Advisor 401(k) M Shares
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- ADP Advisor Access 3(21) Tier 0
- ADP Advisor Access 3(21) Tier 2
- ADP Advisor Access 3(21) Tier 3
- ADP Advisor Access Tier 0
- ADP Advisor Access Tier 2
- ADP Advisor Access Tier 3
- ADP UBS 3(38) - Standard
- Mid Atlantic Clearing and Settlement
- UBS Flex
Fund Summary
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.
Fund Overview
| Category | Target-Date 2030 |
| Fund Family | JPMorgan |
| Net Assets | 4.07B |
| YTD Return | 0.49% |
| Yield | 3.19% |
| Morningstar Rating | |
| Inception Date | Nov 03, 2014 |
Performance & Risk
| YTD Return | 0.22% |
| 5y Average Return | 7.95% |
| Rank in Category (ytd) | 62 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
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