JPMorgan SmartRetirement® 2070 Fund Class R4 JAJYX
Strategy
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. The fund is designed to provide exposure to equity, fixed income and cash/cash equivalent asset classes by investing in mutual funds and exchange traded funds (ETFs) within the same group of investment companies (i.e., J.P. Morgan Funds), passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in securities and other financial instruments.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
JAJTX
| JPMorgan SmartRetirement® 2070 Fund Class I | Institutional | Open | — | $20,899.00 | 0.650% | High | $1M | — | ||
JAJKX
| JPMorgan SmartRetirement® 2070 Fund Class A | Front Load | Open | — | $165,312.00 | 0.840% | Average | $500 | — | ||
JAJSX
| JPMorgan SmartRetirement® 2070 Fund Class C | Level Load | Open | — | $27,733.00 | 1.400% | Below Average | $500 | — | ||
JAJZX
| JPMorgan SmartRetirement® 2070 Fund Class R5 | Retirement, Large | Open | — | $42,387.00 | 0.500% | Above Average | $0 | — | ||
JAJYX
| JPMorgan SmartRetirement® 2070 Fund Class R4 | Retirement, Large | Open | — | $1.04M | 0.650% | High | $0 | — | ||
JAKBX
| JPMorgan SmartRetirement® 2070 Fund Class R6 | Retirement, Large | Open | — | $2.32M | 0.400% | Average | $5M | — | ||
JAJUX
| JPMorgan SmartRetirement® 2070 Fund Class R2 | Retirement, Medium | Open | — | $29,767.00 | 1.150% | Above Average | $0 | — | ||
JAJVX
| JPMorgan SmartRetirement® 2070 Fund Class R3 | Retirement, Medium | Open | — | $20,718.00 | 0.900% | Below Average | $0 | — |
United States