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Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement 2030 I (JSMSX)

17.98
+0.02
+(0.11%)
At close: 8:04:20 PM EDT
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  • Previous Close 17.96
  • YTD Return 0.49%
  • Expense Ratio 0.60%
  • 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 3.14%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 0.59
  • 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

More about JPMorgan SmartRetirement 2030 I

Performance Overview: JSMSX

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Trailing returns as of 4/15/2025. Category is Target-Date 2030.

YTD Return

JSMSX
0.49%
Category
7.97%
 

1-Year Return

JSMSX
5.32%
Category
25.53%
 

3-Year Return

JSMSX
4.31%
Category
11.28%
 

5-Year Return

JSMSX
9.33%
Category
10.98%
 

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HLEIX JPMorgan Equity Index I
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JSMAX JPMorgan SmartRetirement 2030 A
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JUESX JPMorgan US Equity I
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AIANX American Century Inflation Adjs Bond R5
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JTTAX JPMorgan SmartRetirement 2020 A
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VSEIX JPMorgan Small Cap Equity I
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Holdings: JSMSX

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Sector Weightings

SectorJSMSX
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%
View More

Recent News: JSMSX

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Research Reports: JSMSX

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