Nasdaq - Delayed Quote • USD
JPMorgan SmartRetirement Blend 2020 R6 (JSYRX)
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19.85 - YTD Return 0.47%
- Expense Ratio 0.94%
- Category Target-Date 2020
- Last Cap Gain -1.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating --
- Net Assets 797.67M
- Beta (5Y Monthly) 0.76
- Yield 3.42%
- 5y Average Return --
- Holdings Turnover 26.00%
- Last Dividend 0.66
- Inception Date May 31, 2017
The fund is generally intended for investors who retired on or around the year 2020 and then withdraw their investment in it throughout retirement. It is designed to provide exposure to equity, debt and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in securities and other financial instruments.
JPMorgan
Fund Family
Target-Date 2020
Fund Category
797.67M
Net Assets
2017-05-31
Inception Date
Performance Overview: JSYRX
Trailing returns as of 5/30/2024. Category is Target-Date 2020.
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JNYAX JPMorgan SmartRetirement Blend 2050 R6
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JPYRX JPMorgan SmartRetirement Blend 2035 R6
28.17
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JMYAX JPMorgan SmartRetirement Blend 2045 R6
31.55
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JOBYX JPMorgan SmartRetirement Blend 2040 R6
30.04
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JTYBX JPMorgan SmartRetirement Blend 2055 R6
31.48
+0.70%
JAAYX JPMorgan SmartRetirement Blend 2060 R6
24.58
+0.70%
JTTYX JPMorgan SmartRetirement 2020 R6
15.77
+0.45%
JGSMX JPMorgan Small Cap Growth R6
20.91
+0.10%
JTTAX JPMorgan SmartRetirement 2020 A
15.65
+0.45%
JNSAX JPMorgan SmartRetirement 2025 A
16.62
+0.48%
JAKYX JPMorgan SmartRetirement 2060 R6
22.38
+0.63%
JSIYX JPMorgan SmartRetirement Income R6
15.31
+0.46%
JCPUX JPMorgan Core Plus Bond R6
7.08
+0.43%
Holdings: JSYRX
Top 9 Holdings (62.69% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorJSYRX
Technology 22.18%
Financial Services 15.21%
Industrials 11.51%
Healthcare 11.45%
Consumer Cyclical 11.01%
Communication Services 6.93%
Consumer Defensive 6.22%
Real Estate 4.73%
Energy 4.40%
Basic Materials 4.03%
Utilities 2.34%
Recent News: JSYRX
Research Reports: JSYRX
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