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JSMKX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

JPMorgan SmartRetirement® 2065 Class R2 (JSMKX) Ownership - Who owns JPMorgan SmartRetirement® 2065 Class 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

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

Profile

Details

Group

Balanced Funds

Fundamentals

JSMKX

Net Assets

93.6M

Fund Existence

over 2 years

Turnover

18.00

Total Expense Ratio

1.17

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2065+

Administrative Fee

N/A

Annual Report Gross Expense Ratio

5.02

Assets in Top Ten Holdings

12.1M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

232K

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

23.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.42

Weighting Top Ten Holdings

86.90%

Gain YTD

9.366

Annual Yield % from dividends

1.35

Returns for 1 year

11.14

Returns for 3 years

N/A

Returns for 5 years

N/A

Returns for 10 years

N/A

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