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JPMorgan SmartRetirement 2035 R4 (SRJQX)
19.10
+0.06
+(0.32%)
At close: April 17 at 8:02:14 PM EDT
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19.04 - YTD Return 0.25%
- Expense Ratio 0.65%
- 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 2.71%
- 5y Average Return --
- Holdings Turnover 22.00%
- Last Dividend 0.55
- 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
Performance Overview: SRJQX
View MoreTrailing returns as of 4/17/2025. Category is Target-Date 2035.
Holdings: SRJQX
View MoreSector Weightings
SectorSRJQX
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%
Recent News: SRJQX
View MoreResearch Reports: SRJQX
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