Morningstar

JPMorgan SmartRetirement® Blend 2070 Fund Class R6 JAKJX

Medalist Rating as of Sep 29, 2026 See JPMorgan Investment Hub

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. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JAKDX	JPMorgan SmartRetirement® Blend 2070 Fund Class I	Institutional	Open	—		Feb 27, 2026	$21,401.00	0.420%	Average	$1M	—
JAKHX	JPMorgan SmartRetirement® Blend 2070 Fund Class R5	Retirement, Large	Open	—		Feb 27, 2026	$21,421.00	0.270%	Low	$0	—
JAKGX	JPMorgan SmartRetirement® Blend 2070 Fund Class R4	Retirement, Large	Open	—		Feb 27, 2026	$21,401.00	0.420%	Average	$0	—
JAKJX	JPMorgan SmartRetirement® Blend 2070 Fund Class R6	Retirement, Large	Open	—		Feb 27, 2026	$9.50M	0.170%	Low	$5M	—
JAKEX	JPMorgan SmartRetirement® Blend 2070 Fund Class R2	Retirement, Medium	Open	—		Feb 27, 2026	$21,332.00	0.920%	Average	$0	—
JAKFX	JPMorgan SmartRetirement® Blend 2070 Fund Class R3	Retirement, Medium	Open	—		Feb 27, 2026	$23,642.00	0.670%	Low	$0	—

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