SRJYX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

JPMorgan SmartRetirement® 2035 R6 (SRJYX) Ownership - Who owns JPMorgan SmartRetirement® 2035 R6?

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

SRJYX

Net Assets

3.76B

Fund Existence

over 10 years

Turnover

22.00

Total Expense Ratio

0.40

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

15000000

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2035

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.41

Assets in Top Ten Holdings

3.18B

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

2.11B

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

24.00

Number of Net Holdings

24.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.40

Weighting Top Ten Holdings

86.56%

Gain YTD

-0.304

Annual Yield % from dividends

2.97

Returns for 1 year

6.55

Returns for 3 years

12.61

Returns for 5 years

27.17

Returns for 10 years

25.93

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Fundamentals

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