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JFFRX
Mutual Fund ticker: NASDAQ
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NET ASSETS

JPMorgan SmartRetirement® 2055 R2 (JFFRX) Ownership - Who owns JPMorgan SmartRetirement® 2055 R2?

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

Profile

Category
Target-Date 2055
Address
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus
Phone
N/A
Web
www.jpmorganfunds.com

Details

Group
Balanced Funds
Category
Target Date 2050+
Total Expense Ratio
1.16
Min. Initial Investment
N/A
Fund Existence
about 13 years
Turnover
25.00
Front Load
N/A
Net Assets
1807532500.00
Manager Tenure
N/A

Fundamentals

JFFRX
Net Assets
1.81B
Fund Existence
about 13 years
Turnover
25.00
Total Expense Ratio
1.16
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Target-Date 2055
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.19
Assets in Top Ten Holdings
1.42B
Average Credit Quality
12
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
Yes
Fund Share Class Net Assets
98.6M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
N/A
No Load Fund
No
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
-0.853
Annual Yield % from dividends
1.65
Returns for 1 year
6.92
Returns for 3 years
12.22
Returns for 5 years
38.65
Returns for 10 years
42.98
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General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2055
Address
JPMorgan Trust I1111 Polaris Parkway, Ste. 2-jColumbus
Phone
N/A
Web
www.jpmorganfunds.com