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Jpmorgan Smartretirement® 2030 Fund Class R5 (JSMIX)

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18.03 +0.14 +0.78%

01:00:00 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: JPMorgan

Asset Class: Bond

Morningstar Rating:
Total Assets: 901.69M

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Jpmorgan Smartretirement® 2030 Fund Class R5 Overview

Find basic information about the Jpmorgan Smartretirement® 2030 Fund Class R5 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add JSMIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US4812A38589)

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Rating

1-Year Change - 1.27%

Prev. Close17.89

Risk Rating

TTM Yield3.31%

ROE25.86%

IssuerJPMorgan

Turnover11%

ROA11.21%

Inception Date38852

Total Assets901.69M

Expenses0.17%

Min. Investment3,000,000

Market Cap135.98B

CategoryTarget - Date 2030

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1005	1005	1055	1140	1574	1794
Fund Return	0.49%	0.49%	5.49%	4.45%	9.49%	6.02%
Place in category	132	132	85	44	97	72
% in Category	63	63	51	28	65	75

Top Bond Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Core Bond R6	24.11B	3.00	1.13	1.93
JPMorgan Core Bond Select	21.95B	2.96	0.93	1.75
JPMorgan Core Plus Bond R6	13.85B	2.90	1.31	2.14
JPMorgan Short Duration Bond R6	7.88B	1.60	3.69	2.11
JPMorgan Strategic Income Opps Sel	7.51B	1.02	4.18	2.82

Top Funds for Target-Date 2030 Category

Name	Total Assets	YTD%	3Y%	10Y%
The Vanguard Target Retire 2030 Tr1	108.65B	0.25	4.58	6.79
The Vanguard Target Retire 2030 Tr2	108.65B	0.25	4.57	6.77
Vanguard Target Retire Trust Plus30	108.65B	0.25	4.59	6.80
Vanguard Target Retirement 2030 Inv	98.26B	0.21	4.51	6.70
American Funds 2030 Trgt Date RetR6	32.97B	0.98	5.06	7.50

Top Holdings

Name	ISIN	Weight %	Last	Change %
JPMorgan Core Bond R6	-	26.44	-	-
JPMorgan US Research Enhanced Equity R6	-	13.19	-	-
JPMorgan US Equity R6	-	13.14	-	-
JPMorgan Core Plus Bond R6	-	8.81	-	-
JPMorgan International Rsrch Enh Eq ETF	-	8.58	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Strong Sell	Strong Sell
Technical Indicators	Strong Sell	Strong Sell	Sell
Summary	Strong Sell	Strong Sell	Strong Sell

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