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JSMIX

Mutual Fund ticker: NASDAQ

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NET ASSETS

JPMorgan SmartRetirement® 2030 R5 (JSMIX) Ownership - Who owns JPMorgan SmartRetirement® 2030 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

JSMIX

Net Assets

4.2B

Fund Existence

about 19 years

Turnover

20.00

Total Expense Ratio

0.45

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2030

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.47

Assets in Top Ten Holdings

3.79B

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

948M

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

22.00

Number of Net Holdings

22.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.36

Weighting Top Ten Holdings

90.22%

Gain YTD

7.112

Annual Yield % from dividends

3.11

Returns for 1 year

7.20

Returns for 3 years

24.41

Returns for 5 years

18.99

Returns for 10 years

25.59

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