JFFPX – JPMorgan SmartRetirement® 2055 R3 Investment Strategy | Morningstar

Morningstar

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 generally intended for investors who plan to retire around the year 2055 (the target retirement year). Prior to reaching the target retirement year, the fund seeks risk appropriate total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement year.

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
JFFSX	JPMorgan SmartRetirement® 2055 Fund Class I	Institutional	Open			Jan 31, 2012	$52.09M	0.640%	High	$1M	−$17.83M
JFFAX	JPMorgan SmartRetirement® 2055 Fund Class A	Front Load	Open			Jan 31, 2012	$271.56M	0.830%	Average	$500	−$75.77M
JFFCX	JPMorgan SmartRetirement® 2055 Fund Class C	Level Load	Open			Jan 31, 2012	$5.69M	1.390%	Below Average	$500	−$569,744.95
JFFIX	JPMorgan SmartRetirement® 2055 Fund Class R5	Retirement, Large	Open			Jan 31, 2012	$530.08M	0.490%	Above Average	$0	−$27.58M
JFFYX	JPMorgan SmartRetirement® 2055 Fund Class R6	Retirement, Large	Open			Nov 3, 2014	$843.20M	0.390%	Below Average	$15M	−$379.30M
JFFQX	JPMorgan SmartRetirement® 2055 Fund Class R4	Retirement, Large	Open			Sep 9, 2016	$1.95M	0.640%	High	$0	$52,313.53
JFFRX	JPMorgan SmartRetirement® 2055 Fund Class R2	Retirement, Medium	Open			Jan 31, 2012	$121.55M	1.140%	High	$0	−$2.49M
JFFPX	JPMorgan SmartRetirement® 2055 Fund Class R3	Retirement, Medium	Open			Sep 9, 2016	$8.93M	0.890%	Below Average	$0	−$2.13M

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