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JSIZX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

JPMorgan SmartRetirement® Income R2 (JSIZX) Ownership - Who owns JPMorgan SmartRetirement® Income R2?

The investment seeks current income and some capital appreciation... Show more

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

Profile

Category
Target-Date Retirement
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
1.09
Min. Initial Investment
N/A
Fund Existence
over 16 years
Turnover
19.00
Front Load
N/A
Net Assets
2121314300.00
Manager Tenure
N/A

Fundamentals

JSIZX
Net Assets
2.12B
Fund Existence
over 16 years
Turnover
19.00
Total Expense Ratio
1.09
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 Retirement
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.13
Assets in Top Ten Holdings
950M
Average Credit Quality
12
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
Yes
Fund Share Class Net Assets
105M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
21.00
Number of Net Holdings
21.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.35
Weighting Top Ten Holdings
89.33%
Gain YTD
3.145
Annual Yield % from dividends
3.22
Returns for 1 year
6.63
Returns for 3 years
17.45
Returns for 5 years
11.86
Returns for 10 years
7.69
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General Information

Category

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