JFFIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

JPMorgan SmartRetirement® 2055 R5 (JFFIX) Ownership - Who owns JPMorgan SmartRetirement® 2055 R5?

The investment seeks high total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement date... Show more

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

JFFIX

Net Assets

1.81B

Fund Existence

about 13 years

Turnover

25.00

Total Expense Ratio

0.51

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2055

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.53

Assets in Top Ten Holdings

1.42B

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

457M

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

23.00

Number of Net Holdings

24.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.41

Weighting Top Ten Holdings

87.44%

Gain YTD

-0.660

Annual Yield % from dividends

2.29

Returns for 1 year

7.59

Returns for 3 years

17.53

Returns for 5 years

42.86

Returns for 10 years

51.14

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Fundamentals

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