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Nasdaq - Delayed Quote USD

JPMorgan SmartRetirement 2035 R4 (SRJQX)

19.10
+0.06
+(0.32%)
At close: April 17 at 8:02:14 PM EDT

Top 10 Holdings (86.17% of Total Assets)

SymbolCompany% Assets
JCPUX
JPMorgan Core Plus Bond Fund 19.45%
JIRE
JPMorgan International Research Enhanced Equity ETF 10.36%
JDEUX
JPMorgan U.S. Research Enhanced Equity Fund 8.86%
JUEMX
JPMorgan US Equity R6 8.82%
JVAYX
JPMorgan Value Advantage R6 8.57%
JGVVX
JPMorgan Growth Advantage Fund 8.22%
JGLO
Jpmorgan Global Select Equity ETF 6.97%
JCBUX
JPMorgan Core Bond Fund 6.49%
JNEMX
JPMorgan International Equity R6 5.55%
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.88%
Get Quotes for Top Holdings

Sector 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%

Overall Portfolio Composition (%)

Cash 4.82%
Stocks 66.92%
Bonds 27.84%
Others 0.28%
Preferred 0.12%
Convertible 0.02%

Bond Ratings

US Government 4.23%
AAA 42.38%
AA 4.22%
A 12.29%
BBB 12.11%
BB 13.08%
B 5.98%
Below B 2.26%
Other 7.68%

Equity Holdings

Average SRJQX Category Average
Price/Earnings 0.05 23.21
Price/Book 0.33 2.93
Price/Sales 0.43 2.15
Price/Cashflow 0.07 14.21
Median Market Cap 124,961.76 73,415.04
3 Year Earnings Growth 14 12.26

Bond Holdings

Average SRJQX Category Average
Maturity 9.34 8.06
Duration 4.73 6.61
Credit Quality -- --

Performance & Risk

YTD Return -3.29%
5y Average Return 9.24%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family JPMorgan
Net Assets 3.82B
YTD Return 0.25%
Yield 2.71%
Morningstar Rating
Inception Date Jul 31, 2007

Fund Summary

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.

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