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JPMorgan SmartRetirement® Income A

JSRAX
17.68
-0.03
-0.17%
8/25/2016
5 Years
  • Previous Close

    17.71

  • Net Assets

    629.46M

  • Yield

    2.08%

  • Front load

    4.50

  • Expenses

    0.27%

  • Category

    Target-Date Retirement

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

JPMorgan

Fund Style

Open

Fund Manager

Michael Schoenhaut

Investment Style

Large Blend

The investment seeks current income and some capital appreciation. The fund is a "fund of funds" that invests in other J.P. Morgan Funds (underlying funds), and is generally intended for investors who are retired or about to retire soon. It is designed to provide exposure to a variety of asset classes through investments in underlying funds, with an emphasis on fixed income funds over equity funds and other funds.

Purchase Information

Initial Purchase 500
Initial Purchase: IRA NA
Initial Purchase: AIP 500

Inception

5/15/2006

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