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Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement 2035 R5 (SRJIX)

19.23
+0.03
+(0.16%)
At close: 8:02:14 PM EDT
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  • Previous Close 19.20
  • YTD Return 0.25%
  • Expense Ratio 0.50%
  • Category Target-Date 2035
  • Last Cap Gain 20.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 3.82B
  • Beta (5Y Monthly) 1.06
  • Yield 2.87%
  • 5y Average Return --
  • Holdings Turnover 22.00%
  • Last Dividend 0.58
  • Inception Date Jul 31, 2007

The fund is generally intended for investors who plan to retire around the year 2035 (the target retirement year). Prior to reaching the target retirement year, the fund seeks risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement year.

JPMorgan

Fund Family

Target-Date 2035

Fund Category

3.82B

Net Assets

2007-07-31

Inception Date

More about JPMorgan SmartRetirement 2035 R5

Performance Overview: SRJIX

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Trailing returns as of 4/14/2025. Category is Target-Date 2035.

YTD Return

SRJIX
0.25%
Category
9.49%
 

1-Year Return

SRJIX
5.69%
Category
29.95%
 

3-Year Return

SRJIX
5.17%
Category
12.29%
 

5-Year Return

SRJIX
11.68%
Category
12.13%
 

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Holdings: SRJIX

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Sector Weightings

SectorSRJIX
Technology   21.96%
Financial Services   18.73%
Consumer Cyclical   12.87%
Industrials   10.78%
Healthcare   10.76%
Communication Services   6.97%
Real Estate   4.34%
Consumer Defensive   4.04%
Energy   3.99%
Basic Materials   2.82%
Utilities   2.75%
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Recent News: SRJIX

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Research Reports: SRJIX

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