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

Details

Group

Balanced Funds

Fundamentals

JSIZX

Net Assets

2.09B

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

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

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

103M

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

N/A

No Load Fund

Number of Long Holdings

22.00

Number of Net Holdings

22.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.35

Weighting Top Ten Holdings

88.19%

Gain YTD

0.786

Annual Yield % from dividends

3.22

Returns for 1 year

6.78

Returns for 3 years

12.20

Returns for 5 years

10.36

Returns for 10 years

5.59

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Profile

Fundamentals

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